Financial services in Newbridge

Trustworthy Professional advice for your finance needs

We're based in Newbridge and our advisers cover Wales and the West. If you're looking for advice in these uncertain times due to COVID-19, talk to our experts. We can help you prepare these at an affordable price.

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Financial Advice tailor made for your circumstances

We have complete freedom to recommend to our clients the most suitable products for them. Initially we will look at a restricted panel of main stream providers for you as most clients feel comfortable with names they know, if they do not have products we deem suitable for your needs then we look at the whole of the market. We will always offer you an unbiased opinion. 
We can visit you during daytime or evening at a convenient location to discuss your needs.

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Business hours:

Monday: 09:00 - 17:00
Tuesday: 09:00 - 17:00
Wednesday: 09:00 - 17:00
Thursday: 09:00 - 17:00
Friday: 09:00 - 17:00
Saturday: Available by appointment
Sunday: Closed
Authorised and regulated by the Financial conduct authority. FCA number - 784785.

When it comes to financial services, call Personal Wealth Management on 
01633 746 278

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