Financial Services and Advisers
We have been helping clients make their money work harder through economic ups and downs since 1762. In an age of widespread digital communications, we still believe that getting to know you personally and understanding your aspirations is the key to success. We tailor investment portfolios to your needs and provide a full range of financial planning services to create a meaningful strategy that will meet your financial and lifestyle goals.
Great Annual Savings Group (GAS) is a B2B cost reduction specialist with a mission to save your business more, on more. From utilities to water and PDQ machines to waste management, GAS’ experts help businesses reduce their outgoings across 13 different areas – more than any other cost reduction expert. Get in touch with DBC member Adam to see how much time and money GAS could save you.
With over 9 years experience in Mortgage Advise within the banking and estate agency environment, I offer all of my clients a totally personalised and professional service in all aspects of their mortgage requirements. This can be with the full involvement during the purchase of a new property, remortgaging your property and/or raising funds for any legal purpose. I will be your only point of contact throughout the whole process.
Part -time Finance Director.
We help business owners and managers understand finance, easing the burden with tax authorities, banks, lenders and investors.
Demystifying figures, enabling you to focus on the smooth running of your business.
Affordable, flexible access to technical expertise and industry experience as an alternative to full-time FDs.
Maven Capital Partner offer a range of flexible funding solutions for entrepreneurial SMEs at any stage of the business growth cycle. One of the UK’s leading private equity houses and most active SME finance providers, Maven manage the £20 million Finance Durham Fund available to support businesses based in, or looking to relocate to, County Durham.
NBSL is an Enterprise Agency – our North East Business Support Fund helps businesses access quality external expertise to deliver business improvement projects. 35% funding is available for projects costing between £3k and £8k. Eligibility – small and medium sized enterprises who are planning to grow.
NEL Fund Managers are a North East based business investor. We currently manage the Finance for Business North East Growth Fund which offers unsecured finance to future facing companies looking to achieve their growth objectives.
The North East Fund is a £120m investment programme available to SMEs across Durham, Northumberland and Tyne and Wear. Businesses relocating to the area may also be eligible. There are five funds – each with a different investment focus to suit the needs of SMEs depending on the sector in which they operate and where they sit on the growth curve
Northstar Ventures is a venture capital firm based in the North East of England. We invest in innovative, high growth businesses and social enterprises across the region.
We are dedicated to providing entrepreneurs with the support they need to fulfil their ambitions and to achieve social impact through our investments.
Please follow us on twitter – @NorthstarVent and @NVSocialFund
Increasing, substantially, the financial wellbeing of clients with advice on life assurance, critical illness protection and income protection, pensions, retirement planning, savings, investments , mortgages and equity release.
Rivers Capital Partners manages the £8.5m North East Angel Fund and Rivers Loan (a trading subsidiary of Rivers Capital) manages the £6.5m North East Microloan Fund from the Finance for Business North East programme.
The Entrepreneurs Fund Manager ‘Rivers Capital Partners’ have been investing for growth since 2010 and now also provides ‘Microloans to Fund Big Ideas’ .
Both funds support the growth and innovation of products and services in SME’s across the North East of England. However, the Microloan Fund is designed to provide funding for start-ups and small businesses that have been refused finance from mainstream lenders.
SSASCo work with Intermediaries to help them, and their clients, optimize the use of a SSAS – the most flexible pension scheme / tax shelter available for business owners.
We are happy to provide advice to intermediaries or to interface with their clients directly whichever is most appropriate.
As well as providing advice, we assist in the smooth implementation of whatever structure is appropriate.
When a SSAS has been established, we are available for on-going advice and conduct annual reviews to ensure all the scheme features appropriate to the client are being fully utilized.
As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients. With over 14 years experience, I provide advice on Savings, Investments, Tax Planning, Retirement Planning, Protection, Trust and Estate Planning, Business and Succession Planning.
Michael Sudworth is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FNR number 529810.