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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.”

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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.”

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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”

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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...”

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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.”

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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 ...”

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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”

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Dragon Financial Planning

(1)

“Very Professional, great advice”

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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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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...”

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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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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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Chapelwood Financial Planning Limited

Estate Planning, Financial Planning, Business Planning

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Personal Wealth Management South Wales Limited

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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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Premier Financial Solutions - Cardiff Financial Advice

(50)

Communication
Professional
Family

“Andy Gardner was very, very helpful and forthcoming throughout a remortgaging process made complicated by a rapidly changing market. I would happily work with Andy in future and would wholeheartedly recommend others do so too.”

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RWB Wealth

(32)

Pensions, Other Services, Corporate Advice

“As someone looking to buy their first home, I didn't really understand the whole home buying process. RWB Wealth made it seem like a walk in the park, and were there to assist me every step of the way, giving me all the help I needed, and providing m...”

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Hartley Ross

(27)

Options
Understanding
Decisions

“No hesitation recommending Dan and Hartley Ross LLP. Professional and efficient, I see him as a trusted advisor and a key part of my financial planning. Positive Responsiveness, Professionalism”

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Young Mortgage and Protection

(16)

First Time Buyers
Knowledge
Professionalism

“I had an excellent experience with Young Mortgage and Protection, especially with the help of Paula. She provided expert advice and support throughout our mortgage process. Not only was Paula outstanding in her role, but the entire team was also incr...”

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Sanctuary Chartered Financial Planners

(21)

Corporate, Wills, Life Insurance & Protection

“I have used Sanctuary for the last 6 years and their service is first class. Clare Giles has looked after my mortgage during this time when it was due for renewal. Each time she has worked tirelessly to find the best mortgage rate which has saved ...”

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Clifton Asset Management Plc

(33)

Team
Efficient
Understand

“Lewis and Irena were really helpful and supportive in helping me arrange PLF for a new business venture. They were patient, understanding and efficient. A job very well done! Positive Professionalism”

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Gregory Davies Wealth Management

(14)

Mortgages, Business, Estate Planning

“Ronan was amazing from start to finish offering sound advice and handling a very sensitive family situation with compassion and understanding. All queries were answered promptly and paperwork sent out in a timely manner. Highly recommend Gregory ...”

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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

Walter Hunter & Co

Anglo-Celtic Financial Consultants

Niche Private Clients

Vital Financial Planning

Phil Bessant Limited

Dragon Financial Planning

Sweetland Associates

MT Polo

David Stock & Co

Mackintosh Capital

Kymin Financial Services Limited

Chapelwood Financial Planning Limited

Personal Wealth Management South Wales Limited

Ramsay & White

Premier Financial Solutions - Cardiff Financial Advice

RWB Wealth

Hartley Ross

Young Mortgage and Protection

Sanctuary Chartered Financial Planners

Clifton Asset Management Plc

Gregory Davies Wealth Management

Retirement Planning and Investment Management Services in Newport Cost Estimates

Why these companies made our list

Wealth Management Advisors near Newport

Popular in Newport