Newbridge Financial Planning

Independent Financial Adviser The Mount Business Centre Ltd, 2 Woodstock Link, County Down, Belfast, BT6 8DD
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th September 2018
We believe in building relationships with our clients. Working together to achieve and maintain our clients financial goals.
We can advise you on
    • Buy to let
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Zara Davis
Financial Planner
Gareth Elliott DipPFS
Managing Director
What our clients say
Gareth is always approachable and is able to explain all the options clearly with out jargon, so to assist us make the correct decision. Any of the polices/pension/investments that we have taken out with Gareth have been successful and more than exceed our expectations.
Jayne Rosborough, Coleraine
great initial service with good explanation of my current holdings and how they would work better for me. Clear advice on my pension and investments which I changed having reviewed the information supplied by Gareth. The annual review was a simple process as no changes needed to be made at moment. The knowledge that Gareth reviews my portfolio every year means I can be confident that prompt action can be taken in the event of major market changes.
Damian King, Derry
I have found Gareth to be very professional. Always on time for any scheduled meetings. He has always been able to answer any questions I have had regarding my pension and has advised me of the best route to take according to my needs and the options open to me. He is a down to earth guy who speaks on a level which is easy to understand.
Stephen Gouldie, Newtownards
Sound advice and price.
Kevin McMahon, Portglenone
Where to find us

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

Contact us
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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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