Newbridge Financial Planning Ltd
NF
Financial Advisors
Newbridge Financial Planning Ltd
2 Woodstock Link, Belfast BT6 8DD
# Newbridge Financial Planning Ltd
Newbridge Financial Planning Ltd is an independent financial advisory firm based in Belfast, serving clients across Northern Ireland with a strong presence in Belfast and Ballymena. Led by Gareth Elliott, who brings over 25 years of industry experience, the firm specialises in comprehensive financial planning tailored to individual and corporate clients.
The business helps clients navigate major financial decisions through structured guidance covering pensions, investments, estate planning and protection. Their expertise spans pension consolidation and transfers, SIPP management, retirement income planning, bespoke investment strategies including ISAs and GIAs, wills and trusts guidance, and inheritance tax planning. They work with clients at every life stage, from working years through retirement and beyond.
What distinguishes Newbridge is their commitment to clarity and transparency. They deliberately avoid jargon, prioritise fee transparency, and build long-term partnerships rather than offering transactional advice. Their four-step process—initial consultation, tailored recommendations, implementation, and ongoing support—ensures clients understand each stage. With a 4.9 out of 5 rating from 206 independent reviews, they've built strong client testimonials demonstrating genuine trust.
The firm operates with extended hours (Monday-Thursday 9AM-5:30PM, Friday 9AM-3:30PM), making them accessible to working professionals. Their independent status means they can recommend solutions based on client needs rather than in-house products, setting them apart as genuine advisers focused on simplifying and improving clients' financial affairs.
Newbridge Financial Planning Ltd is an independent financial advisory firm based in Belfast, serving clients across Northern Ireland with a strong presence in Belfast and Ballymena. Led by Gareth Elliott, who brings over 25 years of industry experience, the firm specialises in comprehensive financial planning tailored to individual and corporate clients.
The business helps clients navigate major financial decisions through structured guidance covering pensions, investments, estate planning and protection. Their expertise spans pension consolidation and transfers, SIPP management, retirement income planning, bespoke investment strategies including ISAs and GIAs, wills and trusts guidance, and inheritance tax planning. They work with clients at every life stage, from working years through retirement and beyond.
What distinguishes Newbridge is their commitment to clarity and transparency. They deliberately avoid jargon, prioritise fee transparency, and build long-term partnerships rather than offering transactional advice. Their four-step process—initial consultation, tailored recommendations, implementation, and ongoing support—ensures clients understand each stage. With a 4.9 out of 5 rating from 206 independent reviews, they've built strong client testimonials demonstrating genuine trust.
The firm operates with extended hours (Monday-Thursday 9AM-5:30PM, Friday 9AM-3:30PM), making them accessible to working professionals. Their independent status means they can recommend solutions based on client needs rather than in-house products, setting them apart as genuine advisers focused on simplifying and improving clients' financial affairs.
Services offered
Pension planningPension transfersSIPP managementRetirement income planningInvestment portfolio managementEstate planningInheritance tax planningProtection planning