Mansion Park Limited

Independent Financial Adviser  44 Allt Yr Yn Crescent, Newport, NP20 5GD
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FCA authorised
Last authorised 20th September 2021
I'm your Local Friendly Financial Advisor. I specialise in Retirement Planning, Investments and Insuring your family against the worst eventualities.
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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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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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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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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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Long term care
Meet our advisers
MR Matthew Davies Dip PFS
IFA
About us

Getting Advice for the first time can be a little daunting. We believe in making the experience enjoyable by combining friendly, local service with down to earth, practical advice.

I am currently taking on clients and we offer a free consultation with affordable fees based on the size of your investment.

Mansion Park have been around for over 10 years and have a proven Track Record of providing Friendly, Local Financial Advice to help you reach your Goals.

Our services

We offer advice on a whole range of financial services but we are best at:

• Planning for Retirement
• Investing for Income
• Growing your Investments
• Investing for Children
• Starting a Pension
• Tax planning
• Protecting your family from illness & Death
• Inheritance tax planning
• Long-term care Planning
• School Fee Planning
• Home Insurance

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

44 Allt Yr Yn Crescent, Newport, NP20 5GD

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