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  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
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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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Wealth management
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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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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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Critical illness
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Income protection insurance
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Life insurance
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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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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 13th September 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)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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 13th September 2021

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