Financial Planning - River Birch Newman

Financial Planning

At River Birch Newman, financial planning means more than just managing money. It’s about optimising lives.

We offer tailored solutions for individuals, families, and businesses, empowering you to achieve your financial dreams.

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Financial Planning for
Individuals & Families

Unlock the potential of your financial future with tailored solutions designed to meet your unique needs.

We believe that financial empowerment is a fundamental right, and our commitment to inclusivity drives everything we do.

We provide clarity on your cashflow, unravelling the intricacies of your financial situation, offering you the precision and purpose needed to take control of your financial life.

Whether it’s buying a home, funding your children’s education, or retiring comfortably, we’re dedicated to helping you achieve your dreams.

Retirement Planning

Prepare for the retirement you envision. Whether it’s reducing working hours, traveling the world, or supporting your loved ones, we’ll help you create a personalised retirement plan.

Estate Planning

Safeguard your legacy. Our experts will guide you in creating an estate plan to protect your assets and ensure your wishes are carried out efficiently.

Financial Protection

Protect what matters most. We’ll assess your insurance needs and recommend the right policies to safeguard your family’s financial future.

A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.

Financial Planning for
Businesses

For businesses of all sizes, financial planning is the cornerstone of success. At River Birch Newman, we collaborate closely with businesses to align financial strategies with your company’s goals, fostering growth, and ensuring long-term viability.

Business Growth Planning

Develop a roadmap for growth. We’ll help you identify opportunities and challenges, ensuring your business thrives in a competitive landscape

Employee Benefits

Attract and retain top talent. We design comprehensive employee benefit packages that provide security and value to your team.

The Financial Conduct Authority does not regulate Employee Benefit Advice.

Succession Planning

Secure your company’s future. Our experts assist in developing succession plans to ensure a smooth transition when the time comes.

River Birch Newman

Tax Efficiency

Maximise your financial efficiency. We’ll analyse your tax position and implement strategies to minimise tax liabilities.

The Financial Conduct Authority does not regulate Tax Advice.

Our values

01

Inclusivity

We are committed to inclusivity, ensuring that our services cater to the diverse needs of our clients. Financial advice should be accessible to everyone, and we make this a reality.

02

Clarity

We provide deep insights into your financial situation, offering you the clarity needed to take control of your financial life with precision and purpose.

River Birch Newman

03

Comprehensive approach

Our comprehensive approach takes into account your values, aspirations, and lifestyle, ensuring that your financial plan aligns perfectly with your unique life goals.

Start the conversation

Talk to us today and find out how River Birch Newman can help you towards financial empowerment and take control of your financial future.