Gareth Elliot
Newbridge Financial Planning
Independent Financial Advisor in Belfast & Ballymena
Working together to achieve your financial goals.
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. We are the number one rated financial advisory firm in the Belfast area on Vouched for (the online referral tool). We believe that this is due to our outstanding reputation for client services and crucially individual reviews from clients that we have conducted business with.
The benefits of this ethos and focus on our team has been infinitely positive. One of the goals of Newbridge Financial Planning has been to recruit and develop young people in order to provide them with a chance to develop themselves and to have a career within financial services.
In my spare time I am a big fan of the Belfast Giants and heading out on my motorbike when weather permits.
Services
Pensions
A pension is a long-term investment/savings plan (ten years or more) that aims to build a fund for your retirement. This can be used to provide you with an income when the pay packets stop – your pension.
Checked on
15.05.2024
Investments
Contact us today to plan for your tomorrow
Checked on
15.05.2024
Estate Planning
Newbridge Financial Planning offers specialist advice in the often complex area of estate planning. Whether this is assistance drawing up your Will, organising Power of Attorney or how to mitigate Inheritance tax, we can help.
Checked on
15.05.2024
Accreditations
Financial Conduct Authority
Checked on
15.05.2024
FCA
Insurances
Awaiting confirmation of PII
Verified Reviews
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Gareth Elliot
Adviser contact details
- 028 9073 5852