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Contributor

76%

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4.8out of 5

Andrew Gait

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% clients advised in each area  :

Investments

78%

Annuities

19%

Pensions

81%

Insurance & Protection

22%

Later life planning

8%
ANDY GAIT BA (Hons), APFS - Chartered Financial Planner & Certified Financial PlannerCMDirector, Kilsby Williams & Gould LtdAreas of AdviceAndy has fo... Read More
Serves clients with: Over £100k of investable assets or household income
Andrew's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

75%

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4.7out of 5

Andrew O'Brien

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% clients advised in each area  :

Investments

81%

Annuities

13%

Pensions

56%

Insurance & Protection

56%
Ellis Lloyd Jones Financial Services Ltd is a firm of independent financial advisers based in Newport Gwent, UK. We provide advice to both individuals... Read More
Serves clients with: Any level of wealth
Andrew's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

73%

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4.4out of 5

Mark Carnevale

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% clients advised in each area  :

Investments

79%

Annuities

14%

Mortgages

29%

Pensions

36%

Insurance & Protection

43%

Later life planning

14%
I have over 25 years experience in Financial Services. I offer independent financial advice and my aim is to provide my clients with peace of mind by ... Read More
Serves clients with: Over £100k of investable assets or household income
Mark's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

71%

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4.9out of 5

Dino Bartholomew

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% clients advised in each area  :

Investments

64%

Annuities

9%

Pensions

68%

Insurance & Protection

23%
Bartholomew Financial Ltd advises both private and corporate clients ranging from individuals looking to set up their first pension or protect themsel... Read More
Serves clients with: Any level of wealth
Dino's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

71%

MATCH FOR YOU

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4.6out of 5

Luke Fernquest

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% clients advised in each area  :

Investments

80%

Annuities

4%

Pensions

56%

Insurance & Protection

20%

Later life planning

8%
Having started at the Co-Operative and moved onto the Monmouthshire Building Society, I have built up a loyal client base over a number of years. My m... Read More
Serves clients with: Over £50k of investable assets or household income
Luke's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

71%

MATCH FOR YOU

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4.9out of 5

Richard Lord

More Info
% clients advised in each area  :

Investments

67%

Annuities

8%

Pensions

92%

Insurance & Protection

17%
One of a very small number of qualified Certified and Fellow Chartered Financial Planners in the UK. Areas of expertise include holistic financial pla... Read More
Serves clients with: Over £100k of investable assets or household income
Richard's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Latest client reviews of Newport IFAs

Always found Luke to be helpful and knowledgeable   Read More
J
Good communication,simplifies a complex area and trustworthy.    Read More
Matthew Phillips

Can't find the right Newport IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Newport.

Ian TweddleKymin Financial Services Ltd
Stuart MillerMT Polo Limited
David StockDavid Stock & Company Ltd
Gareth EvansMonmouthshire Independent Financial Advisers Limited
Paul BromleyKymin Financial Services Ltd
Kenneth Bassage-MorganChapelwood Financial Planning Ltd
Christopher JordanHeron House Financial Management Limited
Warren AttewellPrism Independent Financial Advisers Ltd
Looking for a different Independent Financial Advisor (IFA) in Newport? Search by name