Northumbria Financial Management Ltd

Northumbria Financial Management Ltd We build long-term relationships with the individuals, families and businesses we support.

Through honest conversations and advice that grows with you, we put people first and take pride in delivering a service you can trust.

🎂Happy Birthday to our Financial Planner, Conor Newby! ✨Wishing you a fantastic birthday and a brilliant year ahead! 🥳 H...
02/09/2026

🎂Happy Birthday to our Financial Planner, Conor Newby! ✨

Wishing you a fantastic birthday and a brilliant year ahead! 🥳 Hope you have a day filled with plenty of laughs, good times and celebrations.

Have a great one, Conor! 🎈🍾✨

-The NFM Team

What a great picture! Everyone looks fantastic 💚NFM visited Sunderland Bowling Club yesterday and met some of it's lovel...
26/08/2026

What a great picture! Everyone looks fantastic 💚

NFM visited Sunderland Bowling Club yesterday and met some of it's lovely members.

(Can you spot Sam and Andrew? 👀)

It was fantastic to visit Sunderland Bowling Club and meet so many of its brilliant members. 🏆And we have to say… our No...
26/08/2026

It was fantastic to visit Sunderland Bowling Club and meet so many of its brilliant members. 🏆

And we have to say… our Northumbria Financial Management logo looks pretty good on those shirts! 👕

Our senior financial planner Sam and company director Andrew are looking forward to heading back in September for some further discussions, plenty of laughs and, of course, a lovely cuppa! ☕️😄

Thank you for making us feel so welcome 💚

-The NFM Team


Thank you Raymond for your kind feedback. We look forward to continuing to support you on your financial journey. Here’s...
21/08/2026

Thank you Raymond for your kind feedback.

We look forward to continuing to support you on your financial journey.

Here’s to keeping the bar high! ✨

Northumbria Financial Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 06/08/2026

✨Meet Lewis 👋✨We're delighted to introduce Lewis Tate, our Financial Services Apprentice. Lewis has very quickly become ...
18/08/2026

✨Meet Lewis 👋✨

We're delighted to introduce Lewis Tate, our Financial Services Apprentice.

Lewis has very quickly become a big part of NFM, bringing his sharp eye for numbers, plenty of enthusiasm, and most importantly keeping the team spirit alive 🙌

A valued member of the team and definitely one we wouldn't want to be without 💚

✨We’re always grateful when clients take the time to share their experience.✨💚Thank you for your feedback Siraj! We look...
13/08/2026

✨We’re always grateful when clients take the time to share their experience.✨💚

Thank you for your feedback Siraj! We look forward to continuing to work together in the years ahead. 🤝

Supporting clients isn’t just about managing investments- it’s about empowering our clients to make informed decisions and feel confident about their financial future.
-The NFM Team

Northumbria Financial Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 10/08/2026

A productive day in Newcastle! 🏙️📈It was great to bring the team together for a day of reflection, collaboration and pla...
12/08/2026

A productive day in Newcastle! 🏙️📈

It was great to bring the team together for a day of reflection, collaboration and planning.

Yesterday we looked back on our achievements, shared ideas and discussed our goals and plans for the months ahead.

And, of course, no successful meeting is complete without good food and fantastic company! 🍽️🥂

Days like this are a great reminder that behind every great business is a great team 💚

Andy Burnham’s first few weeks as the new UK prime minister saw a raft of announcements. These included exempting those ...
10/08/2026

Andy Burnham’s first few weeks as the new UK prime minister saw a raft of announcements. These included exempting those whose only income is the state pension from income tax, cutting VAT on energy bills and a £2 cap on bus fares. There was also news of a reduction in business rates for pubs, clubs and live music venues.

The Treasury has said that anyone whose sole income is the basic or new state pension will not have to pay income tax. Due to the freeze on the personal allowance (which has stood at £12,570 since 2021), many pensioners had been expected to be pulled into the tax net for the first time as state pension payments rose.

Read more: https://www.northumbriafm.co.uk/article/detail/sjpp/a-new-prime-minister-and-a-week-of-announcements

Northumbria Financial Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 07/08/2026

Address

2-3 Riverside Centre, Frankland Lane
Durham
DH15TA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441913749000

Website

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