We aim to simplify and streamline your financial affairs, helping you understand and improve your current financial position. We are committed to our clients throughout each life stage helping you achieve your goals leading up to and beyond retirement. We work with some great people, watch our short video and see how we've impacted the lives of our clients through their stories, told in their words.
I have been in financial services for 15 years. In that time the profession has changed and regulations have changed dramatically. The one thing that hasn't changed is the role I play. I do believe that I am here to help people. Help my customers achieve their financial goals. Help take the stress away from not knowing.
I have been in financial services for 15 years. In that time the profession has changed and regulations have changed dramatically. The one thing that hasn't changed is the role I play. I do believe that I am here to help people. Help my customers achieve their financial goals. Help take the stress away from not knowing.
Services
Our clients are at the centre of everything we do. From getting to know you, to our research to our meetings with fund managers and the Financial Conduct Authority. We give you peace of mind by helping you identify, achieve and maintain your desired standard of living without fear of ever running out of money.
Owner of the business and qualified Financial Planner. I have a strong passion for Retirement Planning and Investments. I strive to deliver the best experience for my clients. I am focused on the development of my team here at Newbridge as I believe that a strong team sets us apart in delivering excellence in client experience.
Helping you achieve your financial goals; providing financial support for your sons and daughters throughout education and beyond. Working with you to ensure your savings are invested appropriately for you as an individual. Improving your opportunity and ability to retire when you want, and enjoying the lifestyle in retirement that you desire.
We realise that our reputation and continued success depends upon the calibre and professionalism of our staff. Our clients expect the best possible service; therefore we are looking for highly motivated, ambitious individuals with excellent communication skills to be part of our growing team. Our core values are: We Listen, we are client focused, efficient, professional and hard working.
An information pack is posted to you before our first meeting. This pack will include information about Newbridge Financial Planning. Also enclosed will be a questionnaire. This will help us get to know you. We need to get to know you in order to establish your goals and objectives and come up with a recommendation for you.
Reviews (3)
Segun Oladapo
Jan 11, 2022
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FOREX INVESTMENT I never believed my life will change in such a manner, i saw a review on a page about MRS CHARLOTTE WAYNE and before then i have never risk money doing anything online with anybody because i think i was so wise and never want to be cheated, but when i contacted her and she explained everything to me concerning trading and the… profit i can make within a week i was convinced to give a trial and why i risked to invest 500$ was because i don't need to send her the money but to create and fund my trading account all by myself and give her the access to manage my trading account
Okodede Innocent
Sep 26, 2021
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Excellent service from Mrs Brenda William, Brenda dealt with everything for my bitcoin Investment and ensured all my withdrawal were quick and efficient. Would highly recommend Brenda William to everyone who is having difficulty trading or have been scammed before like myself. contact her now through this. Email:brendawilliam784@gmail.com WhatsApp: +1 (805) 491-5639
Andrew Loney
Jun 10, 2019
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