Based in Newcastle City Centre, Broad Chare Partners specialises in offering a personal and tailored wealth management service to help individuals, families, business owners and start-up businesses, to achieve their financial goals both personally and in business.
With seemingly ever increasingly hectic lives, we understand that very few people have the time to effectively manage their financial affairs.
Our financial expertise is underpinned by our depth and breadth of experience and high level of professional qualifications. This financial knowledge enables our advisers; David McLaughlin, Stephen Adair and Chris Straker, to create effective, bespoke solutions and offer the highest standards of practical advice to our clients: to not only help them plan and manage their finances, but also help them to achieve their financial aspirations for the future.
As a Chartered Financial Planner, Fellow of the Personal Finance Society and Fellow of the Chartered Institute of Securities & Investment, Stephen Adair has attained the pinnacles of financial services professional qualifications, so you can trust that our advice is of distinct quality, professionalism and expertise.
We draw on our experiences of running our own business over the last decade to understand the specific needs and challenges of business owners and so create tailored solutions that recognise the important interactions between the individual, business and family. To view our Business Owners page please click here.
Please see below for the links to some of the personal services in which Broad Chare Partners specialise:
- Investment Planning
- Inheritance Tax Planning
- Retirement Planning
- Trust and Estate Planning
- Protection against risk
- Cash Management and Savings
- Junior ISAs (JISAs)
Please see below for the links to some of the corporate services in which Broad Chare Partners specialise:
We also specialise in Profit Extraction and when the time comes to sell your business, Exit and Succession Planning.
We regularly work alongside clients’ own solicitors and accountants, providing coordinated support to personal and corporate clients and a fresh perspective to ensure that all aspects of their financial affairs are considered.
We seek to build a long term, close relationship with every client, enabling us to fully understand their goals and to guide them through the complex and ever-changing financial world. We work hard to ensure that the service provided to each client is of a high quality, delivered in a manner that meets the expectations of each individual and gives our clients confidence in their financial futures.
As a Senior Partner Practice of St. James’s Place Wealth Management, Broad Chare Partners also provides clients with access to a distinctive investment management approach. Please
click here to read more.