Independent Financial Advisor Belfast

Working together to achieve your financial goals.

Welcome to Newbridge Financial Planning

Wealth Management and Independent Financial Planning Advice

We aim to simplify and streamline your financial affairs, helping you understand and improve your current financial position.

We are committed to our clients throughout each life stage helping you achieve your goals leading up to and beyond retirement.

Reviews and Ratings for Financial adviser Gareth Elliott, Belfast

Our advisors currently serve Belfast, Ballymena and surrounding areas.

Newbridge Financial Planning can also be found on financialadviser-info.co.uk

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My Vision and Guarantee for Newbridge Financial Planning

Vision

I have been in financial services for 15 years. In that time the profession has changed and regulations have changed dramatically. The one thing that hasn’t changed is the role I play. I do believe that I am here to help people. Help my customers achieve their financial goals. Help take the stress away from not knowing. To educate, to empower people. Financial Services can be so complicated, that is why I have spent the past 15 years learning, developing and growing so that I can become better at what I do. I do this for my clients, to make sure they are always getting the best advice possible.

Guarantee

  I guarantee that we will be honest and ethical in all our dealings with you and your family  I guarantee that we will be honest and ethical in all our dealings with anyone you refer us too  I guarantee that we will give you the best advice at all times  I guarantee that we will keep in regular contact with you  I guarantee I will do what I say

Gareth Elliott 30th September 2014

Services

With 3 branches serving Belfast, Ballymena, London and surrounding areas we can provide independent financial advice to suit your needs.

  • Advising on the protection of your family and income
  • Helping you achieve your financial goals; providing financial support for your sons and daughters throughout education and beyond.
  • Working with you to ensure your savings are invested appropriately for you as an individual.
  • Handling your expectations towards your retirement planning
  • Improving your opportunity and ability to retire when you want, and enjoying the lifestyle in retirement that you desire.
  • Assessing individual goals and your ongoing ability to meet your personal financial needs throughout each life stage from purchasing your first home to collecting your pension.

The Process

Meet

An information pack is posted to you before our first meeting. This pack will include information about Newbridge Financial Planning. Also enclosed will be a questionnaire. This will help us get to know you. We need to get to know you in order to establish your goals and objectives and come up with a recommendation for you.

We will also assess your attitude to risk and tolerance for loss. This will be done through a questionnaire and discussion. We will learn about your experience with investments and your knowledge of investments.

We hope that this meeting will be informative and comfortable for you.

Recommend

After our initial discussion and you have agreed to proceed we will discuss what happens next. This is the part you don’t see. We will have to gather together all the information we need and perform some research. Obviously as qualified advisors we have extensive knowledge of the whole range of financial solutions. However it is important to us to research for you, the individual. All our clients are different so individual recommendations are necessary.

It takes us time to create these individual recommendations which can in some cases be very complex. We have to look at all your potential options, discount the ones which are not suitable then create a report with our recommendation. These reports can be lengthy and we will do our best to explain the contents.

The recommendation will be based around building a plan to achieve your goals and objectives.

Implement

On our second meeting we will firstly make sure that your circumstances have not changed since our last meeting. Then we will briefly cover what happened on the first appointment before making our recommendation to you.

We will provide you with all the information that you will need to make an informed decision. As Independent Financial Advisors we are well placed to give you the right recommendations for your needs and then help you implement the plan. Because we are independent we research all your options to make sure we give you the best possible advice. The alternative to this is that some firms are restricted. This is not necessarily a bad thing, it means that they only offer advice in certain areas, or from a panel of providers. So please ask your Financial Advisor if they are independent or restricted.

Review

The review process is very important. We offer different levels of review service which we will cover at our first appointment with you. The 2 options are a standard based service which will be based on reviewing a specific need. The other is a professional level service which is based around all areas of financial planning and is more focused on helping your achieve your financial goals.

In order for you to reach your goals with our plan it is vitally important that the plan is reviewed on an ongoing basis. This can make the difference between success and failure. We recommend an annual review as minimum.

Case Studies

Here are some examples of how a visit from Newbridge Financial Planning can help you.

Young & Single

Think you are too young to need financial advice?

Read More

Young & Just Married

Starting out in life together, just bought your own home, thinking about starting a family?

Read More

Married with Young Children

Now you have the kids are your financial plans up to date?

Read More

Children have left home

So the kids have gone and its just the 2 of you again. So its time to start planning. Are you thinking about your retirement?

Read More

Retired

So now you have worked hard all your life. About to retire. What are your options?

Read More

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

Moira

I have absolute trust in Gareth and the advice he gives. His knowledge and diligence have been invaluable

Mr Hogg

Ballymoney

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 with his service

Gordon

Kilrea