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Best Financial Advisors in Newport

Handpicked from 148 vetted & reviewed Financial Planning & Wealth Management firms in the Newport area, discover the top 5 leading options among the selected group of 24 finalists.

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Kingsley Wealth Management

Kingsley Wealth Management

(50)
Investments, Inheritance Tax & Estate Planning, Advice For Businesses
“Amazing service from Angela! Thank you so very much for saving us a small fortune on our remortgage. I'm so glad we came to you and have already passed on your details to multiple colleagues at work. I won't go anywhere else next time!”
Free Initial Consultation
Newport Market, High St, Newport NP20 1FX
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Heron House Financial Management

Heron House Financial Management

(28)
Retirement Planning, Personal Injury, Ethical Investment
“We have used Heron House for about 10 years during which time they have advised how and when we could relocate from Wales to Germany upon retirement. HHFM has provided clear and competent advice for our investments and pensions, recommending appropr...”
Transparent Fees & Pricing
Heron House, 1 Bryngwyn Rd, Newport NP20 4JS
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Harvey Bowes Financial Services

Harvey Bowes Financial Services

(26)
  • Property
  • Communication
  • Finance
“Thank you Keely McKay at Harvey Bowes for an exceptional service. Harvey Bowes have delivered excellent advice and support where sound judgment, analytical rigour and great organisation were all paramount. They brokered a great second charge mortgage...”
In Business Since 2006
7 Bridge St, Baneswell, Newport NP20 4AN
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Ellis Lloyd Jones

Ellis Lloyd Jones

(16)
Bookkeeping, Payroll, VAT
“Great accountancy firm with highly experienced and personable staff. We've dealt with ELJ for a number of years and they can always be relied on to offer good practical advice to support our business practices. The team are easy to get on with and ...”
Family Business
11 Park Square, Newport NP20 4EL
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Walter Hunter & Co

Walter Hunter & Co

(17)
Corporate Finance, External Audit and Risk Assurance, Board Mentoring and Training
“Following a recommendation from a friend, I recently switched to Walter Hunter for all my Business Accountancy needs. Jonathan and his team are always helpful and friendly. They are by far and away the most professional Accountancy Firm I have dealt ...”
In Business Since 2012
24 Bridge St, Baneswell, Newport NP20 4SF
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
97.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Salamon & Co Accountancy Services Limited

Salamon & Co Accountancy Services Limited

(11)
VAT, Self Assessment, VAT Returns
“I have been using the services of Salaman & Co for the past year and can honestly say that I have never been disappointed. Leesha is always quick to respond to any query and is patience personified when it comes to explaining things! If you are looki...”
20 Lansdowne Rd, Newport NP20 3FZ
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Vital Financial Planning

Vital Financial Planning

(8)
  • Confidence
  • Questions
“Very knowledgeable and qualified staff, I have been a client for many years and have always found the service to be both professional and profitable. My regular reviews have given me a high level of confidence in my family's financial future and the ...”
Transparent Fees & Pricing
218 Stow Hill, Newport NP20 4HA
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Anglo-Celtic Financial Consultants

Anglo-Celtic Financial Consultants

(18)
  • Property
  • Mortgage
  • Team
“Both my partner and myself have been using Anglo-Celtic for a number of years now for not only our Mortgage and also our life insurances. The service provided has always been professional and effortless. The staff there are extremely helpful and as a...”
Family Business
11, Waterside Court, Albany St, Newport NP20 5NT
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Niche Private Clients

Niche Private Clients

(2)
Additional Services, Financial Planning, Ethical Investing
“Great service to date very professional experience in the first meeting very friendly and gives a confident and reassuring advice.”
Transparent Fees & Pricing
Waterside Court, 5 & 6, Albany St, Newport NP20 5NT
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Kymin Financial Services Limited

Kymin Financial Services Limited

(2)
“Genuinely cannot fault the service from Chris and the whole team that did so much for us last year. Everything they did albeit remotely was superb customer service! We as a family are signed up and all our financial business is taken care of for our ...”
Transparent Fees & Pricing
35 Bridge St, Newport NP20 4BH
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Sweetland Associates

Sweetland Associates

(1)
“We have worked with Paul and his very knowledgeable team for many years. We have found them to be very professional, and they always act in an independent way with the best interests of their clients being their top priority. Highly recommended”
Free Initial Consultation
Cathedral Chambers, 107 Stow Hill, Newport NP20 4ED
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Phil Bessant Limited

Phil Bessant Limited

(1)
Tax Investigations Insurance, Hmrc Forms, Accounts Preparation
“Very good account helps me with everything and give me advice on my other business as well”
50+ Years Experience
Agincourt house, 14 Clytha Park Rd, Newport NP20 4PB
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Dragon Financial Planning

Dragon Financial Planning

(1)
“Very Professional, great advice”
Free Initial Consultation
218 Stow Hill, Newport NP20 4HA
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Simply Factoring Brokers

Simply Factoring Brokers

“As a leading independent factoring broker we work on behalf of businesses of every size to find a great deal on factoring invoice discounting and asset finance simply, quickly and without any hassle. We match people and businesses to a factoring comp...”
In Business Since 2012
Free Initial Consultation
The Stables The Estates Office 25, 5-26 Gold Tops, Newport NP20 4PG
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MT Polo

MT Polo

(2)
“Buying my first house was probably one of the most daunting experiences I had faced until I found the help and advice offered by Ellen McDonnell of MT Polo Financial Advisors. Ellen was simply fantastic in talking me through the process step by st...”
218 Stow Hill, Newport NP20 4HA
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David Stock & Co

David Stock & Co

(12)
  • Mortgage
“David Stock & Co were recommended to myself by my solicitor following an acrimonious divorce.Dave was presented with a complex set of circumstances, but worked with professionalism and determination to find me an appropriate mortgage. Also very frien...”
73 Bridge St, Newport NP20 4AQ
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Mackintosh Capital

Mackintosh Capital

Mackintosh Sports Club, 136 Newport Rd, Cardiff CF24 1DJ
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Kilsby Williams

Kilsby Williams

(4)
“High quality accountancy firm”
In Business Since 2000
Hazell Dr, Coedkernew, Marshfield, Newport NP10 8FY
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Luna Financial Planning

Luna Financial Planning

(5)
“Kelly is an absolute dream to work with, down to earth, incredibly knowledgeable, friendly and one of the top rated financial advisors in UK. I wouldn't work with anyone else”
4 North Rd, Pontywaun, Newport NP11 7GA
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Haasco Accountants

Haasco Accountants

Business Accounting, Personal Accounting
“One of the quickest ways to grow can be by merger. Unfortunately, it can also be one of the quickest ways to cause all sorts of problems with management, strategy, culture, personnel, and tax among other areas.”
In Business Since 2012
24 Bridge St, Newport NP20 4SF
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Chapelwood Financial Planning Limited

Chapelwood Financial Planning Limited

Estate Planning, Financial Planning, Business Planning
“Chapelwood Financial Planning Limited are delighted to once again be working with DEZINES Internet Solutions Limited - a leading UK Ecommerce Agency, who have built us a brand new PaaS (Platform as a Service) integrated ecommerce website for Septembe...”
Factory Rd, Cordes-sur-Ciel, Newport NP20 5FA
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Personal Wealth Management South Wales Limited

Personal Wealth Management South Wales Limited

“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 product...”
20 High St, Newbridge, Newport NP11 4EZ
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Grenke

Grenke

“We keep our promises. We'll help you to update your school facilities, make effective investments for local government or support an investment for a charitable organisation that others rely on. Always flexibly and affordably.”
Offers Financing Options
1st Floor, Suite C, Wye House 24 Severn Langstone Business Park, Newport NP18 2LH
Featured

GRENKE Magazine for UK Business thats.business is the international online business magazine of the GRENKE Group - by entrepreneurs for entrepreneurs. Our focus is on evolution and innovation across the diverse industries, companies and entrepreneurs that we support. Meeting those who choose GRENKE as a trusted financial partner, gain insight on some of the industries that we support and offer opportunity for other businesses to flourish. The main mission: to show how creative, diverse and expanding the business world is. We are guaranteed never to run out of stories.

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IAM Associate

IAM Associate

“We believe in putting the client first, establishing long-term relationships built around trust and honesty while providing a first class service. Impartial advice of the highest quality, every step of the way”
28 Gaer Park Hill, Newport NP20 3NP
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Retirement Planning and Investment Management Services in Newport Cost Estimates

Minimum cost
£1244
Maximum cost
£10561
National Average
£3728
Avg Per Hour Rates
£374
£2486
£6834
Typical price range is based on 276 cost profiles
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Average Cost £3728
Minimum cost £1244
Maximum cost £10561
Avg Per Hour Rates £374

Typical range $2486 to $6834 is based on 276 cost profiles.

Why these companies made our list

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