3 Best Financial Services in Newport

“Heron House Financial Management Ltd is a multi-award-winning chartered financial planning firm specialising in bespoke investment solutions for clients, including ethical and sustainable strategies. Saran Allott-Davey is the managing director and chartered financial planner who has provided financial planning services to companies and individuals for over twenty-five years. Saran enjoys working with a wide range of individuals, from the children of her key clients to those who have sold businesses or retired from employment and are seeking investment advice on large sums. She is interested in ethical investment and specialises in investment and inheritance tax planning. Heron House Financial Management Ltd has a small team of experienced professionals who will understand your financial picture and assist you in organising your affairs. They possess the qualifications and experience to manage everything for you. They evaluate your assets and create a bespoke financial plan and investment portfolio. They will treat you individually and offer tailored advice that is perfect for you and your money. They provide an online appointment.”

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“Anglo-Celtic Financial Consultants Ltd has a wealth of experience combined with over 150 years in the financial industry. Their advisers are backed up by a solid support team, including four full-time and two part-time staff, who carry out paraplanning, administrative, and compliance support roles. They look after over 1200 clients with varying financial advice needs, from homebuyers and property owners seeking new or improved mortgage facilities to savers building capital and investors looking to achieve a high rate of return and those planning the most efficient use of their capital and pension funds to provide them with an income in retirement. Anglo-Celtic Financial Consultants Ltd also assists business owners with their financial planning requirements. The team is happy to offer an initial meeting at their expense to understand your objectives, explain how they may help address these, and propose charging for their services and your payment options.”

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“Kingsley Wealth Management provides a unique advice system and has built their reputation on honesty and integrity. Gavin Kingsley is a financial adviser who works with 2plan Wealth Management at Kingsley Wealth Management. He has many years of experience in successful financial practices. Their approach is to build trusted, professional relationships with their clients, including extensive enhanced services that provide knowledgeable advice on more complex needs and solutions. Their technology systems streamline the core business processes and allow advisers to maximise the valuable time spent with clients. In addition, they aim to protect and enhance clients’ assets by building a truly personalised financial plan, enabling the adviser to provide an individually tailored client experience. They are committed to providing products and services suitable for your requirements. They offer a free initial consultation. Kingsley Wealth Management is an independent financial planning practice that offers face-to-face services to clients in South Wales and the West and telephone and online advice to customers throughout the UK.”

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