Based on Team Valley, SFM Wealth Management is a specialist firm, providing niche legal and financial advice. Formerly Solicitors Financial Management (Newcastle) Ltd SFM provides a bespoke financial planning service.

The firm was established in 2002 following on from market research carried out by Director Malcolm Graham who rightly concluded there was a need for specialist lawyers in the field of tax planning and financial advice in the North East.

SFM Wealth Management is directly authorised and regulated by the Financial Services Authority and is entirely independent. We act for you the client to ensure that we find the most suitable financial strategy based upon your financial objectives and priorities.

SFM Wealth Management has invested heavily in technology including a state of the art client Management software and an online Investment Portfolio Management system to ensure we can react to all of our clients’ requirements in this rapidly changing world financial services.

We offer advice and guidance in the following areas:

• Investment Portfolio Construction and online Portfolio Management
• Tax efficient investments
• Offshore and expatriate investments
• Pension scheme construction and analysis
• Online Pension Review Service
• Personal & Corporate Protection packages
• Endowment Complaints

 Alongside these we offer the full range of insurances all independently sourced including:

• Life Assurance
• Critical Illness
• Income protection
• Accident, Sickness and Unemployment
• Buildings and Contents

Today, SFM Wealth Management Ltd works in conjunction with its sister companies SFM Legal Services, a niche law firm specialising in property law and tax planning and SFM Mortgage Services, an Appointed Representative of SFM Wealth Management, providing independant, professional mortgage advice from "the whole of the market".