💬 “Networking isn’t just about business – it’s about people.” Two of our co-founders; David Broom and Richard Hogg share their thoughts on what networking really means to them and how it connects to our mission at River Birch Newman. For Richard, it’s simple: he loves people. Every conversation, whether it’s with someone just starting out or someone who’s exited a business for millions, holds value. It’s about understanding what drives them, what they want to achieve, and who they need to know to get there. At RBN, our goal is to meet people wherever they are on their journey – from the business owner reinvesting every penny back into growth to those planning their next chapter after success. Because when you connect people, you create opportunities – and that’s what drives us. www.rbnwealth.com #Networking #FinancialPlanning #WealthManagement
River Birch Newman
Financial Services
Newcastle Upon Tyne, Tyne And Wear 786 followers
🔹Independent, whole of market, financial planners. 🔹Leading you to a brighter financial future.
About us
River Birch Newman is not just a financial advisory firm: we’re your trusted partners on your financial journey. Our mission is unwavering: to democratise financial advice, making it accessible and valuable to all individuals, regardless of their wealth status or background. We believe that financial empowerment is a fundamental right, and we are dedicated to providing tailored solutions that empower individuals to take control of their financial futures. At River Birch Newman, we believe in inclusivity, clarity, and a comprehensive approach to financial guidance. We're committed to providing deep insights into your financial situation, offering the clarity needed to take control of your financial life with precision and purpose. Whether you're an individual, family, or business, we offer tailored solutions to help you achieve your financial dreams. From retirement planning to estate planning, investment strategies to employee benefits, we're here to guide you every step of the way. 𝐈𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥𝐬 𝐚𝐧𝐝 𝐟𝐚𝐦𝐢𝐥𝐢𝐞𝐬 Unlock the potential of your financial future with tailored solutions designed to meet your unique needs. We believe that financial empowerment is a fundamental right, and our commitment to inclusivity drives everything we do. 𝐅𝐨𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 For businesses of all sizes, financial planning is the cornerstone of success. At River Birch Newman, we collaborate closely with businesses to align financial strategies with your company’s goals, fostering growth, and ensuring long-term viability.
- Website
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www.rbnwealth.com
External link for River Birch Newman
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Newcastle Upon Tyne, Tyne And Wear
- Type
- Privately Held
- Founded
- 2023
- Specialties
- Retirement Planning, Legacy Planning, Estate Planning, Financial Protection, Cashflow Planning, Cashflow Modelling, Personal Protection, Business Protection, Investments, Portfolio Diversification, Tax-Efficient Investing, Pension Planning, Tax-Efficient Retirement, Long-Term Care Provisions, Business Growth Planning, Employee Benefits, Succession Planning, and Tax Efficiency
Locations
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Primary
Cobalt Business Exchange Cobalt Park Way
Newcastle Upon Tyne, Tyne And Wear NE28 9SZ, GB
Employees at River Birch Newman
Updates
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There’s no shortage of financial advice firms. But not many operate like this 👇 ✅ We’re independent, with access to the full market - no restricted panels. ✅ We model your cashflow for life, not just your investments. ✅ We use plain English and bespoke visuals to help you make informed choices. ✅ We’ve built a team of advisers, paraplanners and ops staff that deliver clarity, not confusion. ✅ We’re growing by referral and reputation, not ad budgets. And when clients say, “I’ve never seen it explained like that before,” we know we’re doing something right. We’re not here to be just another advice firm. We’re here to set a better standard for an industry in desperate need of one. 👀 Learn more at rbnwealth.com #FinancialAdvice #FinancialServices
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91% of UK adults aren’t getting financial advice. That’s not a stat we like to see. It’s also a warning sign. Millions of people are approaching retirement unsure how to draw their pensions. Others are sitting on ISA pots and company shares, unclear how to use them efficiently. Business owners are holding cash in their companies, wondering what’s next. The need is massive. But the access is still limited. At River Birch Newman, we’re tackling this head-on: ✅ Transparent pricing ✅ Whole-of-market independence ✅ Human-led, cashflow-driven advice ✅ Delivered by qualified advisers, not salespeople The industry might chase the top 9%. We’re building for the 91%. www.rbnwealth.com
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💬 Transparency is trending in financial advice. But at River Birch Newman, it’s never been a trend, it’s how we’ve operated from day one. No exit fees. No in-house funds. No product-led incentives. Just independent, client-first advice built around your goals, not ours. Read our take on the latest SJP fee structure changes in the industry, and why we’re proud to be different 👇 #FinancialPlanning #WealthManagement #Transparency #IndependentAdvice #FinancialEducation #RiverBirchNewman
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🌊 Another brilliant morning on the coast! A huge thank you to everyone who joined us for our latest Coastal Connections NetWalk along the stunning Tynemouth coastline. ☀️ From first-timers to familiar faces, it was great to connect, chat, and share ideas outside of boardrooms and video calls. Special shoutout to our friends at ROAR Digital Marketing for collaborating on the event, always a pleasure teaming up with people who share our passion for building real connections. 👀 Keep your eyes peeled for our next event! #NetWalk #Tynemouth #NorthEast #Communities
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River Birch Newman reposted this
It was a pleasure to welcome Better Together Business Club members, and co-founders of B7 and River Birch Newman, Gurdit Singh and David Broom to St Oswald's Hospice this week for a tour and to deliver a PlayStation 5 console and a selection of games for our new Young Adults accommodation. David first visited the Hospice last year and was able to see first-hand how important it is to our young adults to have their own space and to be able to take part in activities together with their peers. David said, “I know from my own family how great it is to have shared activities to help bring us together. Gurdit and I are delighted to be donating something the young adults will get a lot of enjoyment out of, especially as we know how much they love gaming.” Jill Hackworth, Fundraiser – Corporate, added, “Thank you to David and Gurdit for their kind donation. We really value your support and the young adults will love having a PlayStation 5 to use when coming for short breaks.” #BetterTogetherBusinessClub #CorporateSupport #ThankYou
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We’re back on the coast tomorrow morning for another Coastal Connections event, and we’d love for you to join us. 🕗 Meet at 8am 📍 Woods Coffee, Tynemouth It’s networking without the name badges: fresh air, great people, and meaningful conversations. This time, we’re walking in partnership with ROAR Digital Marketing and raising funds for St Oswald's Hospice along the way. Bring your dog, bring your colleague, or just bring yourself. Start your day in a way that boosts both your mindset and your network. 👉 Learn more or sign up: rbnwealth.com/netwalk #CoastalConnections #NetworkingEvent #TynemouthEvents #Netwalking #BusinessCommunity #NorthEastNetworking #StOswaldsHospice
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💬 Building wealth doesn’t happen overnight. It’s not about luck or quick wins, it’s about making smart, informed financial decisions again and again over time. At River Birch Newman, we help individuals, families and business owners make those decisions with confidence, clarity, and purpose. 📈 Whether you’re just starting out or approaching retirement, your wealth journey deserves a strategy that’s built to last. Visit rbnwealth.com to learn more or connect with our team. #FinancialPlanning #MoneyMatters
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💭 You’ve spent years building your wealth, now it’s time to put it to work. In the final part of our wealth education series, we’re exploring Wealth Decumulation, the stage where you begin using the assets you’ve accumulated to support your lifestyle. It’s not about spending recklessly. It’s about: ✅ Knowing where your income will come from ✅ Structuring it tax-efficiently ✅ Making your money last ✅ Supporting your goals and leaving a legacy From pensions and ISAs to property and investments, this stage is a puzzle. And our job is to help you put the pieces together. 📩 Drop us a message if you’re starting to think about your own plan. #WealthDecumulation #FinancialPlanning #FinancialEducation #WealthManagement #RetirementPlanning #RBN #MoneyMatters #TaxPlanning #LegacyPlanning #PensionPlanning
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Explaining the complicated in a way that makes sense. That’s what Alexandra does best, and it’s why clients like Christine feel completely at ease. At River Birch Newman, we pride ourselves on clear communication, deep trust, and taking the time to make sure every client understands their options. Financial planning isn’t just about numbers. It’s about people. 🗣️ Want to work with someone who speaks your language? Let’s talk. www.rbnwealth.com #FinancialPlanning #WealthManagement #FinancialEducation
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