Expert Financial Guidance for Your Future
Working together to achieve your financial goals.
Professional, independent financial advice tailored to your needs. Whether you're planning for retirement or managing investments, we help you build long-term financial security.
"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"
Hear From Our Clients
Watch this testimonial to discover how our personalized approach to financial planning has helped real clients achieve their goals and secure their financial future with confidence.
See what our clients say
Our Third-Party Reviews
Our Services
We are an established financial planning firm, providing services to clients in Northern Ireland; specialising in Retirement Planning, Pension Transfers, Cash Flow Planning and Investments, as well as Protection and Estate Planning, for both personal and corporate clients.
We aim to simplify and streamline our client's financial affairs, helping them understand and improve their current financial position. We are committed to our clients throughout each life stage helping them achieve their goals leading up to and beyond retirement.
Choose the service category that's right for you.
Pensions
Comprehensive pension planning to ensure your retirement is financially secure. From workplace pensions to SIPPs, we maximise your retirement savings.
Investments
Bespoke investment advice designed to help your wealth grow while balancing risk and reward. We build strategies aligned with your goals and values.
Estate Planning
Preserve your wealth and protect your family's future through careful estate and legacy planning. We help ensure your assets are distributed as you intend.
Process & Client Experience
Our Process
A structured, transparent approach from discovery to long-term review. We make financial planning straightforward and stress-free.
Initial consultation
Tailored recommendations
Implementation and review
Ongoing support
What to Expect
We believe great planning starts with clear communication and trust. Here's what you can expect when working with us.
Honest, jargon-free advice
Fee transparency
Regular reviews
Long-term partnership
Meet Our Team
Led by Gareth Elliott with over 25 years of experience, our dedicated team brings expertise, integrity, and a personal touch to every client relationship.
Gareth Elliott
Chartered Financial Planner / Managing Director
Founder of Newbridge and a highly qualified financial planner with over 25 years' experience in retirement, investment, and protection advice. Gareth leads the firm with a focus on professionalism, transparency, and client success — earning Newbridge one of the highest client satisfaction ratings in Northern Ireland. He is also passionate about developing future advisers and ensuring clients receive straightforward, goal-driven advice.
Outside work, Gareth enjoys following the Belfast Giants and exploring scenic routes on his motorbike.
Your Dedicated Advisory Team
Our diverse team of qualified professionals brings specialized expertise to provide comprehensive financial planning services tailored to your unique needs.
Alex Bakolyev
Financial Planner
Alex helps professionals and families plan confidently for their financial future. He creates tailored strategies for retirement, investment growth, and tax efficiency. Currently working towards Chartered status.
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Tammy McAlpine
Client Liaison Manager / Executive Assistant
Tammy is the heartbeat of Newbridge's client experience. She oversees client communications, manages corporate events, and leads community initiatives. Enjoys countryside living with family, dogs, and chickens.
Natalie Cupples
Administrative Assistant
Natalie keeps Newbridge running seamlessly behind the scenes. She supports advisers with precision, improves workflows, and ensures every client record is secure. Devoted mum, dog lover, and true-crime enthusiast.
Get In Touch
Ready to start your financial journey? We're here to help. Book a consultation or visit one of our offices.
Book Your Consultation
Call us on (028) 9073 5852 or use the form below. We charge an initial consultation fee of £200. At your appointment we will provide you with our client agreement and also our service and fee agreement. Fill out the form below and we'll get back to you within 24 hours to schedule your appointment.
Our Offices
Belfast Office
