Trustworthy Professional advice for your finance needs
We're based in Newbridge and our advisers cover Wales and the West.
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Our team is dedicated to helping you navigate your financial journey with ease, through personalised advice and expert insights.
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
Or, fill in the form below and we will be in touch
