Akrivis Wealth

Independent Financial Adviser  Rotterdam House, Newcastle upon tyne, Tyne and wear, NE1 3DY
First meeting at adviser's own cost
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
Response rating
9.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Alister Gaines
Founder/Director

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Chartered Financial Planner
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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 15th January 2020

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Your personal wealth. Our personal responsibility.