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

19th November 2018

We believe in building relationships with our clients. Working together to achieve and maintain our clients financial goals.

We can advise you on

Mortgages
- Buy to let
- First time buyers
- Flexible
- Remortgage
- Residential
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Zara Davis

Financial Planner

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Gareth Elliott DipPFS

Managing Director

Qualifications & Accreditations Hide qualifications

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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

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.

We can advise you on

Mortgages
- Buy to let
- First time buyers
- Flexible
- Remortgage
- Residential
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

Free pension healthcheck Select

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Contact options

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