Newbridge Financial Planning

About

The Newbridge Team offers clients access to Independent Financial Advice. We use technology to enhance the service we offer so our client can access their policies 24 hours a day.

Story

At Newbridge Financial Planning Ltd we are customer centric and put our clients at the heart of everything we do.

We understand that relationships with our clients is the cornerstone of our success and growth. Transparency in communications, as well as having a true understanding of individual requirements and circumstances, is vital in looking after our clients’ pensions and investments effectively, to build true and trusted relationships.

We pride ourselves on being independent, as we strongly believe it is important that we are not restricted in any way when we recommend a product or fund to clients. This gives us the platform to offer only the best and most appropriate product, fund and/or services to suit the individual and/or business in question. Not being restricted to any one provider in this market gives Newbridge Financial Planning Ltd the competitive edge.

The Newbridge team are an honest, warm, forward thinking, hardworking and client centred group, who listen well and care hugely.

We specialise in Investment Planning, Retirement Planning, Inheritance Protection, Business Planning and Protection as well as Pensions and Mortgages. Our team is committed to consistently developing our professional skills and would love you to take full advantage of our combined skills.

“Team Newbridge” would welcome you to be part of our continuous journey to success.