Personal Financial Advice in Northumberland by experienced independent Financial Advisers.
Initial consultation

We offer an initial consultation by phone, email or in person without charge and would welcome the opportunity to discuss your needs at our expense. Our clients come to us for financial planning from all over the UK and overseas.

What should I expect from my initial consultation?

We offer a range of services to help you meet your investment and retirement objectives. We provide independent advice, which means that our recommendations to you will be unbiased, unrestricted and based on a comprehensive and fair analysis of the market.

There are a bewildering range of savings and investment vehicles available to the investor. The right investment portfolio should reflect your tax position and align with your attitude to risk. It should further meet your requirement to generate income, growth or a combination of both.

Where requested we will conduct a detailed personal review of your current financial position, aspirations and objectives. We will assess all of the above factors with you before making recommendations.

Wealth creation and management is an ongoing process and we recommend that you review your financial circumstances on a regular basis, typically annually, to ensure the best chance of your objectives being met.

The value of investments and income from them may go down. You may not get back the original amount invested.

A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Past performance is not a reliable indicator of future performance

How do I get in touch?

You can contact Alnwick Financial Management Ltd by phone, email or by calling in at our office in the heart of Alnwick.

Contact us now to arrange an appointment or to speak to one of our advisers.

*The Financial Conduct Authority does not regulate Inheritance Tax Planning

Tax treatment is based on individual circumstances and may be subject to change in the future.

31-33 Bondgate Within
NE66 1SX
Tel: 01665 608155
Fax: 01665 608158
Alnwick Financial Management Ltd is an appointed representative of TenetConnect Services Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Limited is entered on the Financial Services Register ( under reference 150643. Registered office address same as trading address above.
Alnwick Financial Management Ltd is registered in England and Wales under registration No. 0447305. Registered office address same as trading address above.
The information contained within this website is subject to the UK reulatory regime and is therefore primarily targeted at consumers based in the UK. This site does not confer any form of personalised advice, should you wish to receive specific financial advice, please contact us.