Akrivis Wealth

Independent Financial Adviser  Rotterdam House, Newcastle upon Tyne, NE1 3DY
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FCA authorised
Last authorised 13th September 2021
Rest assured that during these difficult times, Akrivis Wealth is fully operational to assist clients with all of their financial planning needs. We have a range of technology solutions available to reduce the impact of current restrictions, ensuring continuation of our high service levels. Additionally, we are also available to help new clients looking to review their finances and create long term financial plans. We offer a bespoke service, tailored to your unique needs. Our goal is to provide financial peace of mind for you and your family.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Alister Gaines
Founder/Director
About us

Based in Newcastle city centre, however, we service clients all over the UK.

Our services

Vastly experienced in all aspects of financial planning with particular expertise in investment management, retirement and tax planning.
We also cater for those looking for Ethical Investment Solutions.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Akrivis Wealth Ltd is an appointed representative of Beaufort Financial Planning Limited, Kingsgate, 62 High Street, Redhill, Surrey, RH1 1SH, which is authorised and regulated by the Financial Conduct Authority. FCA Registration No. 583233. Akrivis Wealth Ltd Company Number 11778713. Registered in England and Wales.

Rotterdam House, 116 Quayside, Newcastle upon Tyne, NE1 3DY

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