Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Newcastle

Covers

County Durham, Newcastle, Northumberland, Tyne and Wear

Simon Turner

Chartered Financial Planner

Having been an adviser since 1999 I have a wealth of experience and have specialised in providing financial advice to high net worth clients since 2009.

As an independent financial adviser, I am able to advise on all wealth and financial planning areas, including helping clients with their investments, pensions, defined benefit pension transfers, protection and estate planning needs.

I work very closely with my clients and develop long-term trusted relationships with them, which allows me to deliver financial advice of the highest quality.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Newcastle

Covers

County Durham, Newcastle, Northumberland, Tyne and Wear

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