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.

Tracey McIntosh

Practice Manager / Senior Paraplanner

As Practice Manager here at Newbridge, supporting the Managing Director Gareth Elliott, I look after the day to day running of our busy office and am responsible for ensuring our clients are at the heart of everything we do, from recruiting the right people, team development and training and most importantly providing an exceptional service and client experience. I manage, review and closely monitor our bespoke Newbridge Investment Portfolios, to make sure our clients’ funds are working hard for them.

I am also the Senior Paraplanner at Newbridge, supervising our team of experienced and talented paraplanners, trainee advisers, financial administrators and PAs, giving us the opportunity to use and build on existing experience and knowledge to simplify solutions and deliver peace of mind for our clients.

Amanda Thompson

Paraplanner

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 part of the Paraplanning team 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.

Julie Hansen

Mortgage Adviser

I have worked in financial services for 25 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.

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.

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.

Zara Davis

Financial Planner

I started in Financial Services over ten years ago after completing a degree in Business Studies. I went on to obtain a Certificate in Mortgage Advice and Practice and Level 4 Diploma in Financial Planning.

Newbridge Financial Planning recognise the importance of further studies and are currently supporting me on my journey to becoming chartered.

Suzanne Robb

Paraplanner

As a Paraplanner, my main duties include liaising with companies, regarding their current product offering and suitability for our clients; working alongside our team of advisers to identify suitable solutions, to meet client need.

My role allows me to work alongside the whole Newbridge team; from carrying out research for advisers through to support for the administrative team, as well as liaising directly with our clients.

Odhran Burke

Trainee Paraplanner

I am a trainee paraplanner at Newbridge Financial Planning Ltd and am responsible for assisting with the paraplanning duties that are carried out for our clients.

My background is focused mainly within a client relationship building capacity, and I have now been working within the financial services sector for almost a year, building up my technical knowledge and utilising my existing customer relationship management skills.