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Kingsley Wealth Management

(50)

Investments, Inheritance Tax & Estate Planning, Advice For Businesses

“I have had Gavin as my financial advisor for the last eighteen months.I have found him to be very professional , reliable and knowledgeable in all all areas.I would have no hesitation in recommending him to future clients.A very pleasant chap.”

i

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Heron House Financial Management

(28)

Retirement Planning, Personal Injury, Ethical Investment

“Nothing but good things to say. Phone calls answered promptly and information requested very clear. They are extremely helpful and nothing too much trouble.”

i

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Harvey Bowes Financial Services

(35)

Property
Communication
Finance

“Harvey bowes team has exceeded my expectations….Furthermore Howard has gone above and beyond more than I have ever expected…..if anyone is looking for a help in property / business this team is can definitely prevail”

i

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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 ...”

i

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Walter Hunter & Co

(20)

Corporate Finance, External Audit and Risk Assurance, Board Mentoring and Training

“I have worked with Walter Hunter for a number of years and have found them to be very professional and offer good value for money. Their staff are well qualified and very experienced in all aspects of accountancy, tax, audit and business consultancy...”

i

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Anglo-Celtic Financial Consultants

(18)

Insurances
Mortgage
Property

“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...”

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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.”

i

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Vital Financial Planning

(8)

Team
Family
Knowledge

“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 ...”

i

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Phil Bessant Limited

(2)

Tax Investigations Insurance, Hmrc Forms, Accounts Preparation

“Very good account helps me with everything and give me advice on my other business as well”

i

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Dragon Financial Planning

(1)

“Very Professional, great advice”

i

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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”

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Protego Consult Free Wills & Estate Planning

(3)

“Excellent service”

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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...”

i

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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...”

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Mackintosh Capital

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Kilsby Williams

(4)

“High quality accountancy firm”

i

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Kymin Financial Services Limited

“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 ...”

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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...”

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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...”

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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...”

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Hexa Finance Limited

“Hii have been working with the team at Hexa since the beginning of 2023 who now run our entire leasing operation. Hexa have been an operational blessing to our business, they manage the leasing and funder engagement, add funders to fill gaps to ensur...”

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Newport Accountancy Services

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M Raza & Co Accountant Cardiff

(50)

Taxation, Pension Auto Enrolment, Payroll

“Amazing service! Faraz is very patient, knowledgable, professional and friendly. He's helped bring our accounts up to date and fixed some errors on our books, and offered excellent advice for our future relationship. Highly recommended!”

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Ramsay & White

(50)

Professional
Communication
Questions

“A very big thanks to Paul and Jordan at Ramsey & White. These guys provide an excellent service. Very professional and always available to answer questions or give advice. If you are looking for investment property finance then look no further....”

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Average Cost	£3728
Minimum cost	£1244
Maximum cost	£10561
Avg Per Hour Rates	£374

Best Financial Advisors in Newport

The highest-rated Financial Planning & Wealth Management companies out of 148 vetted & reviewed in the Newport area.

Kingsley Wealth Management

Heron House Financial Management

Harvey Bowes Financial Services

Ellis Lloyd Jones

Walter Hunter & Co

Anglo-Celtic Financial Consultants

Niche Private Clients

Vital Financial Planning

Phil Bessant Limited

Dragon Financial Planning

Sweetland Associates

Protego Consult Free Wills & Estate Planning

MT Polo

David Stock & Co

Mackintosh Capital

Kilsby Williams

Kymin Financial Services Limited

Simply Factoring Brokers

Chapelwood Financial Planning Limited

Personal Wealth Management South Wales Limited

Hexa Finance Limited

Newport Accountancy Services

M Raza & Co Accountant Cardiff

Ramsay & White

Retirement Planning and Investment Management Services in Newport Cost Estimates

Why these companies made our list

Wealth Management Advisors near Newport

Popular in Newport