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  11. Newbridge Financial Planning

Newbridge Financial Planning

Independent Financial Adviser  The Mount Business Centre Ltd, Belfast, County antrim, BT6 8DD
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FCA authorised
Last authorised 23rd January 2020
We believe in building relationships with our clients. Working together to achieve and maintain our clients financial goals.
We can advise you on
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Annuity purchase
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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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Building your home
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Buy to let
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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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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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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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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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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Corporate pension
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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
Meet our advisers
Gareth Elliott DipPFS
Managing Director
Zara Davis
Financial Planner
About us

We are a firm of Independent Financial Planners and Mortgage Advisers based in Belfast. Our core focus is our clients and building long lasting relationships with them. Also at our heart is developing our team so that our clients feel secure in the fact they are receiving the best service possible.

Our services

We work with our clients, helping them better understand their financial circumstances. Jargon free completely Independent advice.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

The Mount Business Centre Ltd, 2 Woodstock Link, County Down, Belfast, BT6 8DD

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