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Alex Newell

Advising Partner

Financial advice is about so much more than money. To me it’s about helping my clients achieve the future they want for themselves and their families. Helping you realise financial security and put your hard-earned money to work is what drives me as a Sandringham Partner.

Everyone’s goals are unique. What you hope to accomplish is likely to be different from the next person – there’s no one-size-fits all. That’s why I’ll spend time getting to know you; your hopes, needs, wants, concerns, and anything else that’s on your mind.

 

My approach to creating your financial plan

Only when we’re on the same page and have a mutual understanding, will I recommend the best actions to take. My approach is simple: no jargon, no judgement – just clear, honest advice, tailored to you. Together, we’ll create a bespoke plan which has your best interests at heart, giving you peace of mind that you’ve taken the first step towards a brighter future. I’ll only ever make a recommendation if I truly believe it’s the right thing for your financial plan.

My career started out in law and I made the change to financial services 8 years ago. Meeting my clients and being truly involved in their lives has been the most rewarding part of my career change. As a Fellow of the PFS (Personal Finance Society) I hold the highest qualification there is in financial advice, and I’m comfortable advising on all areas, whether that’s buying a home, getting a mortgage and protection, or estate planning and trust issues.

 

I believe in making advice simple

A big part of my job is illustrating how actions you take now could impact your life many years from now. Through modelling tools I can help you visualise best and worst case scenarios. That way, we can work together to plan for different outcomes – enabling you take the most appropriate steps, at the right time. This can be difficult to do yourself, so having expert by your side can pay off.

 

Let’s chat

I’m a big believer that investing in advice is investing in you. It’s benefits often go beyond the financial, improving your wellbeing too. I’d love to hear more about you and what you’re looking to achieve, so don’t hesitate to get in touch.

Areas of expertise

Creating a comprehensive estate plan to deal with your assets and provide for your loved ones after your death is a critical task that you should ensure you undertake. Preventing your assets from ending up with unintended beneficiaries, protecting your family and children, stopping heirs overpaying taxes and eliminating potential family disagreements on death are clearly very important. Therefore, careful planning well in advance should be considered to ensure that potential oversights are not made, and I am able to assist you with this. If you want your assets and your loved ones protected when you no longer can do it, you will need an estate plan.
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, improve the return on your savings, growing the value of your money for a specific purpose, or putting money aside for a rainy day. I am able to offer you a range of solutions, combining our selection of funds, with our product wrappers, support and service.
Most people just don’t save enough to achieve the level of retirement income that they need. Pensions can be seen as long-term investments, so it is important to decide how best to maximise your income in retirement, or where to invest a lump sum. I can help you decide how much extra money you need to save, and where to invest it and the various options you have available.
Protecting your income should be taken very seriously, given the limited government support available. I can help you arrange the right solution to meet your overall protection and financial planning strategy, to help protect you, your family and your lifestyle.
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  • 89 Wansbeck Avenue
  • North Shields
  • NE30 3DJ
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