Wealth & Finance International - Wealth & Money Management Awards 2016

Wealth & Money Management Awards 2016 46 Award for Excellence in Retirement Planning - UK & Pension Specialist of the Year 2016 - Belfast Newbridge Financial Planning is an independent financial planning firm based in Belfast. We spoke to Gareth Elliott to learn more about the firm and its innovative service offering. Company: Newbridge Financial Planning Name: Gareth Elliott Web Address: www.newbridgefinancialplanning.co.uk Address: The Mount, 2 Woodstock Link, Belfast, BT6 8DD Telephone: 02890735852 Newbridge Financial Planning offer advice in retirement planning, investments, mortgages and protection to both corporate and private clients. Gareth outlines how the firm ensures clients receive the very best service possible. “Here at Newbridge have our own in house investment portfolios which are monthly reviewed risk rated portfolios. We believe in our clients having a diverse portfolio and regular reviews in order to reduce risk. We also offer a Lifestyle Financial Planning service which offers clients access to cashflow planning. This ensures that our clients having the knowledge of their financial position both present and future. We strive to deliver a first class customer service to ensure the best possible outcome for our clients.” Moving forward, Gareth emphasises that the firm’s focus is firmly on better supporting its clients and continuing to provide the high level of service which has made the firm the success it is today. “Since 2013 our business has grown by 300% and this is down to prop- er business planning. We put in place strategies for growth including working with professional such as accountants and solicitors and also developing our online profile. This development takes time as it takes time to develop relationships but thankfully now our strategy is bearing fruit and we are enjoying great growth and are able to provide our clients with the quality services they deserve. “Our plans moving forward are to keep growing and delivering a great service to our clients, and we have a number of projects currently in development which will help us to achieve this goal.” WM16001