Newbridge Financial Planning

At Newbridge Financial Planning, we pride ourselves on being a leading provider of independent financial advice in Belfast and Ballymena. With over 20 years of experience in the financial services industry, our team of experts is dedicated to helping our clients achieve their financial goals and aspirations.

Our Vision and Guarantee

As an independent financial advisor, I, Gareth Elliott, have made it my mission to help people achieve their financial goals. I believe that financial services can be complicated, which is why I have spent countless hours learning, developing, and growing to become better at what I do. I guarantee that we will be honest and ethical in all our dealings with you and your family, provide the best advice at all times, and keep in regular contact with you. I am committed to educating and empowering my clients, ensuring that they make informed decisions about their financial futures.

Services

At Newbridge Financial Planning, we offer a wide range of services designed to cater to the unique needs and goals of our clients. Whether you are an individual, a corporate entity, or a family, we provide tailored advice and guidance to help you achieve your financial objectives. Some of the services we offer include:

• Private Client Services: We offer personalized financial planning and investment advice to individuals, helping them achieve their financial goals and protect their families.
• Corporate Services: We provide financial guidance and planning services to corporate entities, helping them make informed decisions about their financial futures.

The Process

At Newbridge Financial Planning, we understand that everyone's financial journey is unique. That's why we take the time to get to know our clients, discussing their goals, objectives, and concerns in-depth. Our process is designed to ensure that our clients receive tailored advice and guidance, tailored to their individual needs. Here's an overview of what you can expect from our process:

• Meet: We begin by meeting with our clients, taking the time to understand their financial goals, objectives, and concerns.
• Gather Information: We gather relevant information about our clients, including their financial situation, risk tolerance, and investment objectives.
• Research: We research and conduct a thorough analysis of our clients' financial situations, identifying areas where they can improve their financial well-being.

Results

At Newbridge Financial Planning, we believe that our clients' goals are our top priority. That's why we take a proactive approach to financial planning, working closely with our clients to ensure that they achieve their financial aspirations. By putting our clients first and providing personalized advice and guidance, we have helped countless individuals and families achieve their financial goals.

What Our Clients Say

At Newbridge Financial Planning, we pride ourselves on our reputation for excellence and integrity. But don't just take our word for it - take it from our satisfied clients, who have shared their stories and experiences with us:

• "Gareth has been our Financial Advisor for some time and to date has been true to his word. We wish him success and would highly recommend his services." - Tony & Joan
• "I have absolute trust in Gareth and the advice he gives. His knowledge and diligence have been invaluable." - Mr. Hogg
• "Gareth is an excellent Financial Advisor. He is very personable and easy to talk to. He always keeps me regularly updated on how my investment is doing. Very satisfied." - Other client