Anglo-Celtic Financial Consultants Ltd is local financial consultant in Newport, established in 2006. The firm boasts advisers supported by a robust team, including four full-time and two part-time staff handling paraplanning, administrative, and compliance support roles. With a clientele exceeding 1200 clients, their financial advice spans diverse needs—from homebuyers and property owners seeking mortgage solutions to savers building capital and investors. They specialise in Retirement Planning, Pension, Equity Release, Business Protection, Income Protection, and Home Insurance. The team is eager to offer an initial meeting at their expense to comprehend your objectives, elucidate how they can assist, and discuss their services' charges and your payment options. They have offices in Griffithstown and Abertillery.
UNIQUE FACTS:
• 150 Years Of Experience.
3 Best Financial Services in Newport, UK
Expert recommended Top 3 Financial Services in Newport, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
ANGLO-CELTIC FINANCIAL CONSULTANTS LTD REVIEWS
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 rule make the whole process of re-mortgaging relatively stress free especially Zoey who I have been dealing with recently. I would definitely recommend Anglo-Celtic for any of your financial requirements.
Anglo-Celtic have been assisting my father for a number of years through a range of different financial services. Naturally, when buying my first house recently, Anglo-Celtic were the first people I turned to. Their service from start to finish was absolutely superb, leaving no stone un-turned and going above and beyond in explaining every step to me. Zoey in particular made a real effort, remaining responsive, pro-active and personable throughout the entire process. I would highly recommend Anglo-Celtic to anybody in need of financial advice.
I have recommended Anglo-Celtic to multiple people as they (Roger in particular) got me 2 fantastic mortgage deals. I'm going to be looking to them for any future mortgage or buy-to-let activity for sure. Super friendly staff, super helpful. Great service.
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Heron House Financial Management Ltd, a chartered financial planning firm based in Newport, has garnered multiple awards for their exceptional services. Dedicated to assisting high-net-worth individuals in managing and expanding their wealth, they provide personal, professional, and straightforward advice. The firm, as an independent advisory firm, specialises in crafting customised investment solutions, including ethical and sustainable strategies. Authorised and regulated by the Financial Conduct Authority, Heron House Financial Management Ltd operates with a small team of experienced professionals dedicated to understanding your financial landscape and organising your affairs. Their individualised approach offers tailored advice that aligns perfectly with your unique financial situation. Whether it's managing pensions, investments, property, or savings, their goal is to ensure that your financial assets work as efficiently as possible for you.
UNIQUE FACTS:
• Over 25 Years Of Experience
• Online Appointment.
Speciality:
Contact:
Working Hours:
Fri: 9am - 4:30pm
Sat & Sun: Closed
TBR® Inspection Report:
HERON HOUSE FINANCIAL MANAGEMENT LTD REVIEWS
The advice I and my husband have received from this independent financial management company is second to none. Heron House came highly recommended to us by close friends and we are so glad we acted on their recommendation. Heron House is highly professional, personal and in tune with our ethical values. We are receiving an excellent return on our investments resulting from their advice. The whole process is seamless, and I would particularly applaud Andy Willemite for his calm and competent professionalism, and his reassuring patience with our novice questions.
Heron House have been very helpful sorting out and advising on my financial affairs. I would recommend them to anyone who wants feel confident about the management of their finances and planning for their future.
My husband and I have been clients of the practice for over 5 years and we continue to enjoy a first class service. We have always enjoyed a very happy relationship with Chris Jordan and his team who are always on hand to provide excellent professional advice and impressive client care. We are very confident that our investments are being well looked after in these challenging times. Highly recommended.
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Kingsley Wealth Management is a financial planning firm with a distinctive advisory system. They make sure that all advice comes from Independent Advisers who are highly qualified. The endorsement of expert analysis from skilled, independent investment committees affirms the availability of modern and premium investment solutions. Kingsley Wealth Management is equipped to offer regulated advice across various financial domains, including Pensions, Investments, Protection, Tax, and Estate Planning. Their commitment extends to cultivating enduring professional relationships with clients, aiding them in achieving their goals. Additionally, they strive to safeguard and enhance clients' assets by constructing a genuinely personal financial plan, enabling advisers to deliver a uniquely tailored client experience. The firm is dedicated to providing products and services that align with your requirements.
UNIQUE FACTS:
• Free Initial Consultation.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
KINGSLEY WEALTH MANAGEMENT REVIEWS
Gavin was very helpful in guiding me through the process of my pension for life. He gave me some useful advice in going forth to make my final decision and was able to explain issues in a comprehensible manner. I would reccomend Gavin and i hope to use his services sometime in the future.
We had a very good experience with our advisor Angela. We always received a quick response to any questions we had, even receiving updates whilst on her holiday! We’d highly recommend KWM and Angela.
I am very pleased with the service he has provided. He is very approachable, has a clarity of thought, listens well, is extremely efficient and I’m sure, makes good investments! The fees are reasonable and it is reassuring to know that he will check in annually to monitor the situation. Thoroughly recommend.
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