Northern Spire - Sunderland
Address: 4 Defender Ct, Sunderland SR5 3PE, United Kingdom.
Phone: 1915163100.
Website: partnership.sjp.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Northern Spire
⏰ Open Hours of Northern Spire
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
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Northern Spire: A Comprehensive Overview
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For individuals seeking expert financial planning services, Northern Spire presents itself as a dedicated partnership within South & Jones (SJP). Located at 4 Defender Ct, Sunderland SR5 3PE, United Kingdom, and reachable at 1915163100, this specialized team offers tailored advice to meet diverse financial needs. The organizationâs website, partnership.sjp.co.uk, serves as a central hub for information and client engagement.
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About Northern Spire
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Northern Spire operates as a crucial arm of SJP, a leading wealth management firm. Their focus is firmly rooted in providing comprehensive financial planning solutions. They distinguish themselves through a highly specialized approach, concentrating on building long-term relationships with clients and delivering personalized strategies. The teamâs expertise spans a broad spectrum of financial matters, including retirement planning, investment management, inheritance tax planning, and estate planning. They prioritize understanding each clientâs unique circumstances, goals, and risk tolerance to craft bespoke plans that align perfectly with their aspirations.
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Location and Accessibility
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The physical location of Northern Spire at 4 Defender Ct, Sunderland SR5 3PE, offers a convenient point of contact for clients in the North East of England. Accessibility is a key consideration, and the office is equipped with a wheelchair-accessible car park, ensuring ease of access for all visitors. Furthermore, a wheelchair-accessible toilet is available on-site. The office also provides standard toilets for client use. It is strongly recommended to book an appointment in advance to guarantee a smooth and efficient experience.
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Key Features and Services
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Northern Spireâs service offerings are designed to address a wide range of financial requirements. Hereâs a breakdown of some of their core strengths:
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- Retirement Planning: They assist clients in developing strategies to ensure a comfortable and secure retirement, considering factors such as pension contributions, investment choices, and drawdown options.
- Investment Management: The team provides investment management services, aiming to grow clientsâ wealth while managing risk effectively. They utilize a diversified approach and consider clientsâ individual risk profiles.
- Tax Planning: Northern Spire offers guidance on minimizing tax liabilities through strategic planning, including inheritance tax and capital gains tax.
- Estate Planning: They help clients plan for the future, ensuring their assets are distributed according to their wishes and minimizing potential complexities for their families.
- Financial Reviews: Regular financial reviews are conducted to monitor progress, adjust strategies as needed, and ensure clients remain on track towards their goals.
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Client Feedback and Reputation
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Currently, Northern Spire has 0 reviews on Google My Business. This lack of publicly available feedback underscores the relatively new nature of the partnership and its focus on building a strong reputation through personalized service and demonstrable results. The average opinion, reflecting this limited feedback, is 0/5. However, SJPâs established reputation for integrity and professionalism provides a solid foundation for clients to expect a high level of service from Northern Spire.
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Contact Information
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To connect with the Northern Spire team, you can reach them at:
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- Phone: 1915163100
- Website: partnership.sjp.co.uk
- Address: 4 Defender Ct, Sunderland SR5 3PE, United Kingdom
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Itâs advisable to schedule an appointment to discuss your specific financial planning needs and receive personalized advice.
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Northern Spireâs commitment to client service, combined with the backing of SJP, positions them as a valuable resource for individuals seeking expert guidance in navigating the complexities of wealth management. Their dedication to accessibility ensures that all clients can benefit from their services.
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"summary": "Northern Spire, a partnership within SJP, offers specialized financial planning services, focusing on personalized strategies for retirement, investments, and estate management. Located in Sunderland, they prioritize client accessibility and expert advice.",
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