Newbridge Financial Planning

Independent Financial Adviser The Mount Business Centre Ltd, County Down, BT6 8DD

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FCA authorised

Last authorised 15th August 2022

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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Pensions & retirement

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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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Mortgages

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Building your home

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Buy my next 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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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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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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Critical illness

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Income protection insurance

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Life insurance

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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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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

MR Gareth Elliott DipPFS

Managing Director

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

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

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

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