Newbridge Financial Planning

Independent Financial Adviser  3000 Aviator Way, Manchester, Greater manchester, M22 5TG
We are client focused not "adviser" focused. Chat to us to find out!
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
Next home / Remortgaging
check
Self-employed mortgages
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Response rating
7.0/10
check
FCA authorised
Last authorised 23rd March 2020
Meet our advisers
Gareth Elliott DipPFS
Managing Director

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.

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

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.

Zara Davis
Financial Planner

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

What our clients say
I had two separate workplace pensions which were not progressing and I wanted to seek advice on how to get the best from them. Gareth gave me a range of options, allowed me to make an unpressured decision and showed me in detail the projected outcome. I opted to merge both the pensions and move them to Royal London. It is early days, however, Gareth continues to keep me updated via an annual review. If I have any other financial matters requiring attention he is also on hand to point me in the right direction with his vast business network.
Ross, Belfast
Gareth visited me in my home and advised me of my options for pension transfer . He was very helpful and took the time to explain everything in a way that was easy to understand. I seen Gareth in my home on a few occasions to answer all my queries before I decided my best option. He was very helpful and easy to speak to and appears a genuinely nice guy. He was not pushy, remained patient and followed up on all of my queries. He gave me a couple of different options for my pension and these were presented in nicely prepared booklets.
Martin, Ballyclare
Gareth is a very experienced adviser. Helpful and thorough and friendly.
Peter, Derby
Gareth has always been very helpful and always available.
Frank, Belfast
About us

We are a firm of Independent Financial Planners and Mortgage Advisers with offices in Manchester and 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 have the knowledge and experience to help you. We explain financial planning in a non jargon way which you can understand and are clear and transparent on costs. We focus on our clients needs and objectives over our own. We offer online services where you can purchase life insurance/critical illness etc. You can source your own mortgages and then speak to one of our advisers to help you with the process. We have pension specialists here to help with online advice.

Where to find us

3000 Aviator Way, MANCHESTER, M22 5TG

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 23rd March 2020

Similar advisers near you

Independent Financial Adviser 1.03 mi
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
 
Independent Financial Adviser 1.09 mi
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
 
Independent Financial Adviser 1.73 mi
Chartered Financial Planner specialising in Final Salary Pension Transfers and advice on Inheritance Tax Mitigation
 
Independent Financial Adviser 1.92 mi
ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.