Meet The TeamWe are committed to providing you with a personalised service, which will give you peace of mind that your finances are in very safe hands.
Owner of the business and qualified Financial Planner. I have a strong passion for Retirement Planning and Investments and strive to deliver the best experience for my clients.
I am a big fan of the Belfast Giants and regularly attend events at our VIP suite at the SSE arena.
As the Practice Manager here at Newbridge Financial Planning Ltd, I oversee the day to day running of our busy office and am responsible for team development while ensuring our clients are at the heart of everything we do. I am also the Senior Investment and Pension Paraplanner which gives me the opportunity to utilise and build on my existing experience and knowledge to provide a unique and high level of service for our clients.
I have brought over 18 years financial services experience to the company and have worked for several financial firms. Newbridge Financial Planning Ltd have demonstrated a level of dedication to their clients, professionalism and team spirit that is unrivaled. I thoroughly enjoy being part of this team, ensuring the best outcome for our clients.
I hold the Chartered Insurance Institute’s Certificate in Life & Pensions, The Certificate in Pensions Administration as well as the Certificate in Financial Services Operations and am currently working towards the Diploma in Financial Planning.
I am a mother of two boys, a teenage and a pre-schooler so I don’t have much ‘spare time’, but I enjoy relaxing with a good book, walks by the sea and the good company of friends and family.
Independent Financial Planner
I have worked in Financial Services for a number of years starting as a Personal Banker with Northern Bank a little over 20 years ago. I have always worked closely with all of my clients, they are the most important part of my job.
I am delighted to say that I am now a Financial Consultant with Newbridge Financial Planning. I was attracted to Newbridge for many reasons, the professionalism, the talent and expertise of the whole team but what impressed me most was how important their clients are. They are placed at the heart of everything and this is my number one priority too.
Mortgage Adviser and Paraplanner
I have worked in financial services for 24 years. I started my career in Progressive Building Society and have worked for several financial adviser firms. I also had my own mortgage and insurance business.
I have experience in all financial services products, mortgages, insurances, pension and investments.
I currently work as a paraplanner and a mortgage and insurance adviser. I can deal with all types of mortgages ie purchases, remortgages, second homes and buy to lets. I have obtained my Certificate in Financial Advice (CEfa) and Certificate in Mortgage Advice (CEmap). In my spare time I go to the gym and like to socialise with family and friends.
I enjoy working for Newbridge Financial Planning as it is an independent financial advisory firm which is modern and friendly. It continues to grow and keep up with current trends in the industry which is constantly changing. I feel I can use my knowledge, skills and experience in adding value to the Newbridge Team.
PA to Managing Director
As PA to Gareth Elliott, my main role is to provide strong, administrative support and be the first point of contact for new and existing clients. My main duties include diary management for the Principal, arranging appointments, preparing client annual reviews and reports and liaising with several pension, protection and investment providers.
Having recently joined the Newbridge team, I have learnt so much within a short space of time and have developed a strong passion and interest for developing a career as a Financial Consultant. I am currently working towards obtaining my Diploma in Financial Services with CII and fortunately have the support and guidance of the Newbridge team behind me.
Outside of work, I enjoy attending live music events and socialising with my friends and family.
PA for the Business Development Manager
I am the PA for the Business Development Manager at Newbridge Financial Planning Ltd, and am responsible for ensuring our prospective and existing clients are provided with high levels of customer service at both the initial meeting stage and the ongoing client relationship stage.
My background is focused mainly within customer services, and I have now been working within the financial services sector for almost two years, building up my technical knowledge and utilising my existing customer relationship management skills.
I am keen to develop my technical knowledge and am currently on the journey to obtaining my Certificate in Financial Services. Newbridge Financial Planning Ltd is supporting me through my knowledge and career development and I am delighted to be part of a team that places such a focus on development and training for the benefit of their clients.
In my spare time, I enjoy going to the gym, watching movies and focusing my time on my studies.