What You Expect

From a visit from Newbridge Financial Planning

• We strive to be on time for your appointment
• We will come prepared for your appointment
• We will treat you with respect
• We will discuss your current circumstances
• We will get to know you
• We will discuss what is important to you and your family
• We will discuss the process, our services and fees
• Jargon free communication
• We will care about your financial future
• We will always be available or call you back with 48 hours
• Confidentiality is very important to us

What We Expect

From you for a visit from Newbridge Financial Planning
• Please make sure you are available for our appointment and if it doesn’t suit please let us know
• Please be prepared for our appointment – have your pension/investment documents handy – this will save us both time
• Our reputation is built on the fact that we do care about our clients financial future so it is important to us that you care too. If this is not you, then we are not the right choice for you
• Gareth works very hard for his clients and is extremely busy so he always appreciates a cuppa!
• And so that you get to know about our firm please take a little time to read the information in the pack