Bridgewood IFA

Independent Financial Adviser 43 St Michael's Way, Bridgend, CF31 2BT

First meeting at adviser's own cost

If you want honest, cost effective, great advice for your pension and investment needs, pleas give me a call.

We can advise you on

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Pensions & retirement

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Annuity purchase

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Auto enrolment

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Pension consolidation

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Pension drawdown

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Pensions & divorce

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Pensions & retirement planning

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Pensions review

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Pensions transfer

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SIPPs

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Stakeholder

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Financial planning

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Wealth management

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Investments

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Ethical investments

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ISA / Unit Trusts / OEICs

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Investing for income

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Investment trusts

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OEICs

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Offshore investments

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Socially responsible investments

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Traded endowment policies

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Unit trusts

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Savings

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Lump sum

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National savings

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Regular savings

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Savings for children

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School fees planning

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Insurance & protection

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Accident & sickness

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Buildings and contents

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Commercial motor

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Critical illness

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Healthcare

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Home and leisure

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Income protection insurance

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Large business

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Life insurance

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Payment protection insurance

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Small business

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Travel

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Tax & trust planning

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Capital gains tax

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Estate planning

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Income tax

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Taxation planning

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Business

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Commercial mortgages

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Corporate pension

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Employee benefits

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Group ISA

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Group Pension/Stakeholder

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Group Protection/Life Insurance

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Group critical illness

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Group income protection

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Group life insurance

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Group private medical insurance

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Group risk

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

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FCA authorised

Last authorised 26th October 2020

Meet our advisers

Tom Spear

Director

About us

I have over 14 years experience in giving advice to both business and personal clients throughout South Wales.

I feel the most important thing is to understand the needs of you, your family and your business. I am looking to build relationships, by us getting to know each other. I want you to trust, that I will be there for you whenever you need me, and I will always have your interests at heart.

I specialise in retirement, investment, inheritance tax planning and protection. I offer face to face meetings either at your home or place of business.

Our services

I have a wide breadth of knowledge of retirement planning including pension transfers and switches, investment management, investment portfolio construction and monitoring, sophisticated inheritance tax planning, plus protection advice for individuals.

I believe in placing my clients at the centre of everything I do and this is achieved by providing an exceptional service and building professional relationships based on trust and integrity. I provide truly independent financial advice from the whole of market, on a bespoke, individual basis.

Where to find us

Head office address: 43 St Michael's Way, Bridgend, CF31 2BT

Make an enquiry

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Special offers

Choose an Unbiased exclusive special offer:

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

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FCA authorised

Last authorised 26th October 2020

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