We all have different goals in life. Many people aspire to be financially independent while they are healthy and young enough to enjoy it.
They may also wish to provide security for their family, education for their children and put plans in place for when they retire – as well as a desire to leave something behind for others.
The protection and creation of wealth are necessary for security and an enhanced lifestyle.
Whatever your priorities, and whatever success means to you, it is important to make plans to protect your current and future wealth.
Now three of the region’s leading businesses Brewin Dolphin, Square One Law and Deloitte, have joined forces to create Your Money an informative personal finance section at www.thejournal.co.uk/yourmoney
Your Money offers advice from the wealth management, legal and tax experts behind Brewin Dolphin, Square One Law and Deloitte on retirement planning, estate planning, tax-efficient investing, planning for high earners, preparing your business for sale, school fees planning, guides to equity release and protecting you and your family.
The combined experience of these three firms means they can help entrepreneurs, business owners and individuals to achieve their financial goals in both favourable and more challenging economic climates.
Your Money also carries the latest finance news, including what’s happening in the economy, companies, share and money markets from the Journal’s Business Writers.
The businesses are offering a combined advisory service, co-ordinated by Brewin Dolphin, where readers can be put in touch with the experts.
Brewin Dolphin is one of the leading wealth managers in the UK. Employing over 350 people in Newcastle, the firms expert financial planners and investment managers are working hand-in-hand to help many of the region’s successful executives, entrepreneurs and individuals to protect and grow their hard-earned wealth.
William Baker Baker, Head of Brewin Dolphin in Newcastle, said: “Many of our client’s in the North East recognise that unpredictable stock markets need careful navigation, complicated insurance products need explaining and the intricate tax landscape can be a minefield. They also lead increasingly busy-lives and don’t want to have to navigate through the maze of options on their own.
“For over two centuries, Brewin Dolphin has been giving people greater peace of mind by helping them to find a financial plan and solution to help them make the most of their money. A secure future demands careful preparation, but with our help, getting there needn’t be difficult.”
Square One Law is an entrepreneurial, commercial law firm, based in Newcastle upon Tyne. The firm offers a wide range of legal services including: Banking, Commercial, Commercial Property, Corporate, Employment, Litigation and Private Business.
Ian Gilthorpe, Senior Partner, said: “Square One Law acts for a range of leading entrepreneurial clients and high-net worth individuals and we fully understand that they want the same high levels of service when dealing with their personal or family matters as those they receive for their business needs.
“We look at these matters through the client’s lens as these are extremely personal matters for our clients or their families and that is why we view them as high value.”
Deloitte is a leading professional services firm based in the North East, which provides audit, consulting, financial advisory, risk management, tax and related services. Within its Newcastle office, the vision of Deloitte is to make a positive impact on the reputation and success of its clients, the economy and the wider society.
Stephen Hall, partner at Deloitte, said: “I am delighted at the opportunity for Deloitte to be involved in The Journal’s Your Money.
“Our strong team of tax specialists at Deloitte can offer personalised and bespoke advice on both personal and business scenarios to entrepreneurs, business owners and individuals.”
What to do next
Square One Law, Brewin Dolphin and Deloitte have joined forces to offer advice on personal finance from a wealth management, legal and tax perspective.
For general enquiries about financial planning, please call on 0191 230 7060. This number will take you through to the Brewin Dolphin team who will pass on your query to the relevant expert.
Alternatively, fill in the form below to outline your enquiry. Our experts will respond to your enquiry within three working days by your preferred method of contact. If you can't see the form below - click here to open in a new window.