Meet The Team

We are committed to providing you with a personalised service, which will give you peace of mind that your finances are in very safe hands.
Gareth Elliott

Gareth Elliott

Managing Director

Owner of the business and qualified Financial Planner. I have a strong passion for Retirement Planning and Investments. I strive to deliver the best experience for my clients. I am focused on the development of my team here at Newbridge as I believe that a strong team sets us apart in delivering excellence in client experience. We are the number one rated financial advisory firm in the Belfast area on Vouched for (the online referral tool). We believe that this is due to our outstanding reputation for client services and crucially individual reviews from clients that we have conducted business with.
The benefits of this ethos and focus on our team has been infinitely positive. One of the goals of Newbridge Financial Planning has been to recruit and develop young people in order to provide them with a chance to develop themselves and to have a career within financial services.

In my spare time I am a big fan of the Belfast Giants and heading out on my motorbike when weather permits.

Tracey McIntosh

Tracey McIntosh

Senior Paraplanner

I am the Senior Paraplanner/Pension Specialist at Newbridge, supervising our team of experienced and talented paraplanners, giving us the opportunity to use and build on existing experience and knowledge to simplify solutions and deliver peace of mind for our clients. I manage, review and closely monitor our bespoke Newbridge Investment Portfolios, ensuring that our clients’ funds are working hard for them.  I also work with Gareth on the more complex pieces of work.

I have over 20 years financial services experience and have worked for several financial firms throughout my career. Newbridge stands apart and has demonstrated a level of dedication to our clients, professionalism and team spirit that is unrivalled. I thoroughly enjoy being part of this team, working together to achieve and maintain our clients’ financial goals.

I hold the Chartered Insurance Institute’s Certificate in Mortgage Advice, Certificates in Life & Pensions and Financial Services Operations. I have Awards in Financial Services Administration (Life & Pensions) as well as the Level 4 Award in Pensions Update.

I am currently working towards the Diploma in Financial Planning, specialising in Retirement Planning and Pension Transfers. I have recently passed the Advanced Level 6 Pension Transfers exam and Level 4 Investment Principles & Risk Exam having already passed the Level 4 Retirement Planning and Pension Update exams.

I also hold the ILM Certificate in Leadership and Management through Belfast Metropolitan College and am looking forward to continuing my journey to becoming CII Chartered with the educational support provided by Newbridge.

I am a mother of 17 and 6-year-old boys, so I don’t have much spare time between work, family life and studying but I do enjoy relaxing with a good book, walks by the sea and the good company of friends and family.

Rebecca Adams

Rebecca Adams

Trainee Mortgage Adviser/Paraplanner

I am currently training to be a mortgage adviser at Newbridge Financial Planning Ltd, and am responsible for ensuring our clients are provided with high levels of customer service throughout the client’s experience.

My background is focused mainly within customer services, and I have now been working within the financial services sector for almost three 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 Mortgage advice. Newbridge Financial Planning Ltd is supporting me through my knowledge and career development, and I have recently passed my CF6 exam and I am preparing for my final exam to become qualified. 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 and focusing my time on my studies.

Tammy McAlpine

Tammy McAlpine

PA to Managing Director

As PA to the Managing Director, I am the first point of contact; from initial meeting through the ongoing relationship, managing Gareth’s diary – ensuring our clients are at the heart of everything we do.

In addition to my main role, I work alongside the Newbridge Team to manage our social media presence as well as promotion via publications and public events. I enjoy working with organisations and charities to further Newbridge’s Corporate Responsibility profile, as well as with fellow business in support of local SMEs.

My career to date has focused strongly on administrative and client support, including the development and coordination of projects and training as well as social, academic and professional events.

Outside of work, I am active in the small business community; attending various artisan markets throughout the year. I am also part of a voluntary committee for my home town’s local community group; a registered charity who’s aim is to develop and support a spirit of community as well as create a sense of pride in the town which participants live and work. In my spare time, I enjoy being at home with my husband, grown son and three dogs. I am an avid reader of literary fiction and a music enthusiast, with a life-long interest in equestrian activities.

Contact Us Now

Free Initial Consultation