1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Bridgend
  8. breadcrumb-arrow
  9. Brackla
  10. breadcrumb-arrow
  11. Bridgewood IFA

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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
check
FCA authorised
Last authorised 1st March 2021
Meet our advisers
Mr 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
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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
check
FCA authorised
Last authorised 1st March 2021

Similar advisers near you

Liam Baker at True Potential Wealth Management
Restricted - whole of market 1.15 mi
Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
 
See profile
True Potential Wealth Management LLP
Restricted - whole of market 1.15 mi
We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
 
See profile
Aevitas Wealth Ltd
Independent Financial Adviser 1.21 mi
Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important.
 
See profile
HMC Holistic Ltd
Restricted - whole of market 1.21 mi
HMC Holistic Ltd put its clients needs at the heart of everything we do.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.