Founded in 2012, Momentum Planning is an independent financial planning company based in Newcastle upon Tyne. The firm positions itself as a provider of clear, trusted, and client-focused financial advice. Their core mission is to help individuals and businesses achieve their financial goals through personalized services, including retirement planning, investment management, inheritance tax planning, and financial protection. They emphasize building long-term relationships with clients to provide ongoing support and adapt financial plans as circumstances change.

Founded in

Australia