Financial Dimensions UK Limited
A fee based independent financial advisory firm, dealing with both corporate and high net worth individuals

Financial Dimensions UK Limited
is a fee based independent Financial advisory firm
dealing with both corporate and high net worth individuals

Cash Flow Planning

We create powerful lifetime forecasts to assess whether you will have sufficient cash to live the life you have worked for

Investment Planning

Drawing on the information you provide, your investment plan should set out your investment goals and what types of savings and investments might be suitable for achieving them

Pension Planning

Pension planning is key to helping you to plan for your retirement – we will work out how much money you’ll get when you retire so that you can plan ahead

Estate Planning

Comprehensive estate planning will ensure your wishes are followed, and minimise the amount of taxes due on your estate after you die

Risk Management

Our tailored risk management strategies are designed to protect your finances and manage your exposure to risk

Our Wealth Management Process

1) The Lifeline Process

This is completed prior to the Lifeline Discovery Meeting.

It will help you calarify your thoughts, plans and objectives for the coming years.

2) The Lifeline Discovery

Meeting to discuss your goals, needs and concerns along with how we can help you.

3) Identify Priorities, Recommendations and Implement Strategies

This process will identify your objectives, cover the alternatives available to you, in order for you to meet your goals and remove any worries or concerns.

It will recommend specific solutions and provide selected implementation strategies.

4) The Planning Stage

An exceptional meeting to discuss, review and amend your Lifeline Wealth Creation Plan prior to implementation.

5) The Instruction and Action Process

A series of meetings to implement recommendations within the Lifetime Wealth Creation Plan.

These can be with or without a Planning Stage meeting.

Meet the Financial Dimensions Team

Fari Serajian

Managing Director

We are a family run business, with over 30 years in the industry. My mission is to serve my clients and be able to help them achieve their goals. I take care of them if; they live too long, die too soon or become critically ill or disabled along the way, looking after all aspects of financial planning, to be able to create wealth and to preserve wealth, for future generations.

Tracy Serajian

Company Secretary

As Company Secretary I work in the background to support Fari, taking care of all the business essentials so that he can concentrate on his clients.

Hannah Ross

Administrator

Very often I will be your first point of contact with Financial Dimensions and as well as receiving incoming calls I make sure that everything runs smoothly in the office. I also make that all important good cup of coffee!

For your convenience, we also operate from a number of satellite offices where we can meet you and attend to your needs by an arranged appointment:

Sunderland
4 Admiral Way
Doxford International Business Park
Sunderland SR3 3XW

Gateshead
Maingate
Kingsway North
Team Valley Gateshead
NE11 0NQ

Newcastle
Rotterdam House
116 Quayside
Newcastle upon Tyne
NE1 3DY

Get in touch

If you are interested in our services or want further information, please email us using the form below: