Newbridge Financial Planning
Newbridge Financial Planning, Belfast & Ballymena
Newbridge Financial Planning is a firm of independent financial planners with a focus on helping business owners with their retirement planning and succession planning.
The firm is led by Gareth Elliott, a Chartered Financial Planner with over 25 years of experience, working alongside financial planner Alex Bakovljev and a support team. They have offices in Belfast city centre and at Raceview Mill in Broughshane, near Ballymena, and also work alongside solicitors and accountants on shared client work.
Services
- Retirement and succession planning for business owners
- Pension planning: consolidation, SIPPs, transfers and retirement income
- Investment advice: ISA and GIA portfolios, risk-based planning and portfolio reviews
- Estate planning: wills, trusts, inheritance tax and power of attorney
- Corporate financial planning and business protection
- Financial wellness workshops
Where to find them
Belfast: The Potthouse, 1 Hill Street, Belfast, BT1 2LA
Ballymena: 1 Mill Lane, Raceview Mill, Broughshane, Ballymena, BT42 4EZ
Opening hours
- Monday to Thursday: 9am to 5:30pm
- Friday: 9am to 3:30pm
Contact
Phone 028 9621 5777 or email info@newbridgefinancialplanning.co.uk. You can also find them on Facebook and LinkedIn.
Frequently asked questions
Where is Newbridge Financial Planning based?
Two offices: The Potthouse, 1 Hill Street, Belfast, BT1 2LA, and 1 Mill Lane, Raceview Mill, Broughshane, Ballymena, BT42 4EZ.
What is succession planning?
Succession planning sets out what happens to a business when the owner steps back, retires or dies. It covers who takes over, how the value is released, and how that fits with the owner’s own retirement income and estate.
Do they only work with business owners?
Business owners and their retirement and succession planning are the main focus, but the firm also advises on pensions, investments and estate planning more generally.
Are they independent?
Yes. Newbridge Financial Planning is a firm of independent financial planners.
Who would I be dealing with?
Gareth Elliott is a Chartered Financial Planner and Managing Director with over 25 years of experience, supported by financial planner Alex Bakovljev and the wider team.
Do they work with accountants and solicitors?
Yes. Professional collaboration with solicitors and accountants on shared client work is part of what they do.
How do I arrange a meeting?
Call 028 9621 5777 or email info@newbridgefinancialplanning.co.uk. Offices are open Monday to Thursday 9am to 5:30pm and Friday 9am to 3:30pm.
Newbridge Financial Planning Limited is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority (197107). The value of investments may go down as well as up and you may not get back the full amount invested.