Northumbria Financial Management Ltd

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Northumbria Financial Management Ltd We build long-term relationships with the individuals, families and businesses we support.

Through honest conversations and advice that grows with you, we put people first and take pride in delivering a service you can trust.

🏛️Just recently, our Senior Financial Planner Sam, and our Company Director Andrew, had the pleasure of returning to Sun...
05/10/2026

🏛️Just recently, our Senior Financial Planner Sam, and our Company Director Andrew, had the pleasure of returning to Sunderland Bowling Club to discuss the upcoming changes to inheritance tax and what they could mean for families.🧑‍🧑‍🧒‍🧒

Thank you again to everyone at Sunderland Bowling Club for the warm welcome and for taking the time to join this important conversation.🎙️

Paul isn't just talking about making a difference in retirement; he's living it…and we couldn’t be happier for him! 👏If ...
27/09/2026

Paul isn't just talking about making a difference in retirement; he's living it…and we couldn’t be happier for him! 👏

If you’d like to support Paul & the charity, donations can be made via his Just Giving page: https://www.justgiving.com/crowdfunding/paul-short-3?utm_medium=CF&utm_source=CL

We're proud to support clients in achieving the goals that matter most to them-whether that's financial freedom 💷, spending more time with family 👨‍👩‍👧‍👦, or leaving a lasting impact on the world 🌍✨

Whatever your version of retirement looks like, let's plan for it! 🚀



-The NFM Team

Northumbria Financial Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 22/09/2026

🎉Congratulations to our Financial Services Apprentice, Lewis! 🎉A huge congratulations to Lewis on passing his R01 – Fina...
22/09/2026

🎉Congratulations to our Financial Services Apprentice, Lewis! 🎉

A huge congratulations to Lewis on passing his R01 – Financial Services, Regulation & Ethics exam! 👏📚

We know just how much time and effort has gone into reaching this milestone, and it couldn't be more deserved.

We're incredibly proud of everything Lewis has achieved so far, and this success deserves a special recognition. We can't wait to see where his career in financial services takes him next.

Well done, Lewis – this is just the beginning! 🌟

-The NFM Team

🙌 A lovely testimonial from Megan.We’re proud to make financial advice clear, straightforward, and tailored to each clie...
17/09/2026

🙌 A lovely testimonial from Megan.

We’re proud to make financial advice clear, straightforward, and tailored to each client’s needs. Thank you for the kind words and recommendations. ✨

-The NFM Team



Northumbria Financial Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 17/09/2026

🏃‍♂️ Our financial planner Conor Newby is back for another year... and taking on the Great North Run once again! 💙‘I’m g...
12/09/2026

🏃‍♂️ Our financial planner Conor Newby is back for another year... and taking on the Great North Run once again! 💙

‘I’m going to be taking on the Great North Run again this year and I’m raising money for the Red Sky Foundation. They are a brilliant local charity who help those with heart conditions as well as having an active defibrillator campaign, making defibrillators available to the public.

For anyone who doesn’t know, the Great North Run is a half marathon... that’s even further than if I was to run home from our Durham office to Seaham! 😅’

If you’d like to support both the the madness & the charity, donations can be made here - https://redskyfoundation.enthuse.com/pf/conor-newby-8d287

💚

🎂Happy Birthday to our Financial Planner, Conor Newby! ✨Wishing you a fantastic birthday and a brilliant year ahead! 🥳 H...
02/09/2026

🎂Happy Birthday to our Financial Planner, Conor Newby! ✨

Wishing you a fantastic birthday and a brilliant year ahead! 🥳 Hope you have a day filled with plenty of laughs, good times and celebrations.

Have a great one, Conor! 🎈🍾✨

-The NFM Team

What a great picture! Everyone looks fantastic 💚NFM visited Sunderland Bowling Club yesterday and met some of it's lovel...
26/08/2026

What a great picture! Everyone looks fantastic 💚

NFM visited Sunderland Bowling Club yesterday and met some of it's lovely members.

(Can you spot Sam and Andrew? 👀)

It was fantastic to visit Sunderland Bowling Club and meet so many of its brilliant members. 🏆And we have to say… our No...
26/08/2026

It was fantastic to visit Sunderland Bowling Club and meet so many of its brilliant members. 🏆

And we have to say… our Northumbria Financial Management logo looks pretty good on those shirts! 👕

Our senior financial planner Sam and company director Andrew are looking forward to heading back in September for some further discussions, plenty of laughs and, of course, a lovely cuppa! ☕️😄

Thank you for making us feel so welcome 💚

-The NFM Team


Address

2-3 Riverside Centre, Frankland Lane
Durham
DH15TA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441913749000

Website

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