River Birch Newman

As life evolves, so do your financial concerns.   In our previous video, we explored how cashflow planning can help a young family prepare for both major milestones and long-term goals like retirement. But as you approach retirement, those concerns shift, and so does the financial plan you need.   At River Birch Newman, we understand that nearing retirement brings new questions and challenges:   ✅ Will my savings last throughout retirement? ✅ How can I adjust my spending to maintain my desired lifestyle? ✅ What about unexpected expenses? ✅ Can I provide for my children and grandchildren while ensuring my own financial security?   Cashflow planning allows us to continually adapt your financial roadmap as your life and goals change, providing clarity and peace of mind as you transition into retirement.   Our latest video (thanks to our partners at Voyant) illustrates the shifting financial priorities of a couple as they near retirement. Watch to see how cashflow modelling helps them:   ✅ Adjust their retirement plan based on new circumstances ✅ Manage the risk of running out of savings ✅ Continue supporting their family while safeguarding their own financial future   At River Birch Newman, we don’t just plan for where you are today. We plan for where you want to be tomorrow.   Watch the video to learn how cashflow planning evolves with you as you near retirement.   If you're approaching retirement and want to ensure your financial plan is ready for the future, don’t hesitate to reach out to us. Contact our team: rbnwealth.com/contact #FinancialAdvice #RetirementPlanning #FinancialPlanning

At River Birch Newman, we believe that cashflow planning is key to achieving long-term financial security, especially as you approach retirement.    Cashflow planning is so much more than simply understanding your income and expenses. Instead, it is geared towards creating a tailored and detailed financial roadmap that empowers you to make informed decisions for the future.   Cashflow planning can help you:   ✅ Gain clarity on your financial position as you near retirement ✅ Plan how to make your savings and investments work for you ✅ Reduce financial stress and provide peace of mind ✅ Ensure your retirement lifestyle aligns with your goals and aspirations   Whether you’re a few years from retirement or just starting to think about it, having a clear cashflow plan is essential to help you retire with confidence.    Watch our video to see how cashflow planning can help you as you plan for a future retirement.     This video illustrates the planning needs of a young couple with children as they plan for retirement and other major milestones such as starting a business, their daughter's wedding and her years at university.   If you’d like to learn more about how River Birch Newman can help you meet your financial goals please get in touch: rbnwealth.com/contact #FinancialPlanning #CashflowPlanning #UnderstandingMoney

We are ALWAYS recruiting.   River Birch Newman is changing the way financial advice is delivered. Our core belief is that financial empowerment is a fundamental right, and we are already making a huge (and meaningful) impact on peoples’ lives, by providing tailored solutions that are empowering them to take control of their financial futures.   But democratising financial advice, making it accessible and valuable to all individuals, requires us to build a team of advice professionals who want to change the status quo.   If you are an Adviser or Paraplanner who believes that more individuals, families and business owners - regardless of their wealth status or background – deserve access to more inclusive financial education, financial planning and financial empowerment, then reach out to us for a confidential chat.   Our team has grown a lot in a very short space of time. Our impact will be even greater with you on board! Reach out to our team to learn more: hayley.scrimshaw@rbnwealth.com #FinancialAdvice #MoneyMatters #FinancialEducation #FinanceJobs

Thank you to everyone who came out to our event last night at 3SIXTY for our summer drinks event! We enjoyed stunning skyline views over the city of Newcastle, making new connections and continuing to share the River Birch Newman mission. Plans are already underway for our next event! #FinancialServices #RiverBirchNewman #UnderstandingMoney

𝗧𝗛𝗘 𝗥𝗜𝗩𝗘𝗥 𝗕𝗜𝗥𝗖𝗛 𝗡𝗘𝗪𝗠𝗔𝗡 𝗧𝗘𝗔𝗠 You've met our newest team members, now it's time to get down to work helping our clients take control of their financial futures! Learn more at www.rbnwealth.com #FinancialPlanning #FinancialAdvice #RiverBirchNewman

𝗥𝗜𝗩𝗘𝗥 𝗕𝗜𝗥𝗖𝗛 𝗡𝗘𝗪𝗠𝗔𝗡 𝗘𝗫𝗣𝗔𝗡𝗗𝗦 𝗧𝗢 𝗡𝗢𝗥𝗧𝗛 𝗪𝗘𝗦𝗧 We're delighted to announce that we have now expanded River Birch Newman with the opening of our North West office. RBN Director David Broom explains why this is an important step. "River Birch Newman is firmly rooted in the North East of England and since our launch in November last year we have been overwhelmed, but not surprised, at the positive reaction from individuals, families and business owners across our region." "Opening our second office in the North West means we can now more readily extend our impact across an important region of the UK". To learn more about what River Birch Newman can do for you, your family or your business head to www.rbnwealth.com #FinancialPlanning #FinancialServices #RBN #RiverBirchNewman

𝗪𝗘𝗟𝗖𝗢𝗠𝗘 𝗧𝗢 𝗧𝗛𝗘 𝗧𝗘𝗔𝗠 𝗟𝗨𝗞𝗘 We're delighted to welcome Luke to the River Birch Newman team. A problem-solver, a real people person, who shares in our mission to make financial advice accessible. Welcome Luke! #FinancialPlanning #FinancialServices #RBN #RiverBirchNewman

𝗜𝗡𝗧𝗥𝗢𝗗𝗨𝗖𝗜𝗡𝗚 𝗔𝗟𝗘𝗫 Alexandra Meadowcroft joins River Birch Newman having spent the last 6 years working closely with Gurdit in their previous firm, and will be based in the North West, continuing to provide the amazing service she does to all of her new and existing clients! Welcome to the team Alex! #FinancialPlanning #FinancialServices #RBN #RiverBirchNewman

𝗠𝗘𝗘𝗧 𝗧𝗢𝗠 𝗗𝗔𝗡𝗜𝗘𝗟𝗦 Introducing one of our newest team members at River Birch Newman; Tom Daniels. Tom joins the team with over 12 years experience in helping individuals, families and businesses reach their financial goals. A proud Welshman, now living in the North East, Tom is an avid basketball fan who used to DJ in his spare time! #FinancialPlanning #FinancialServices #RBN

𝗪𝗘𝗟𝗖𝗢𝗠𝗘 𝗟𝗨𝗞𝗘, 𝗧𝗢𝗠 & 𝗔𝗟𝗘𝗫 We're delighted to announce three new additions to the River Birch Newman team, (from left to right) Luke, Tom and Alexandra! All three bring with them a wealth of knowledge and expertise which will help us continue to deliver better outcomes for our clients. Make sure you're following our account to learn more about them over the coming weeks! #FinancialPlanning #Growth #FinancialServices