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Wealth management firm launches with unique democratic approach

Wealth management firm River Birch Newman was officially launched late last year, promising to provide a fresh approach to financial planning. Here, co-founders David Broom and Richard Hogg reveal more about the venture’s mission.

Wealth management firm River Birch Newman has launched with a radical new philosophy.

Co-founded by David Broom, Gurdit Singh, Richard Hogg, Anthony Broadhead and Abu Ali, the venture aims to “democratise” financial planning.

Business leaders from across the North East and beyond gathered at The Baltic Centre for Contemporary

Art, on the River Tyne, to celebrate the endeavour’s official unveiling.

David and Richard spoke passionately about their vision for River Birch Newman, with the former highlighting the importance of making financial advice accessible to all generations, and the latter emphasising the firm’s commitment to helping people at all levels.

David said: “At the heart of our mission is the unwavering commitment to democratising financial advice, making it accessible and valuable to everyone, regardless of their background or wealth status.

“We seek to challenge the status quo, and aim to remove fear associated with financial planning by changing perceptions.”

Richard added: “Our core values are inclusivity and clarity, with a comprehensive approach driving everything we do.”

To find out more about River Birch Newman, and how its services could help you, call 0191 323 2010.

January 10, 2024

  • Business & Economy

Created by North East Times