- admin@pwmfinancial.co.uk
- 20 High Street, Newbridge, NP11 4EZ
- Monday to Friday, 9am to 5pm
Authorised and regulated by the Financial Conduct Authority. FCA number 784785.
Financial advisers in Newbridge, South Wales
Financial advice, tailored to your circumstances
Pensions, investments, ISAs and inheritance tax planning from a local team that takes the time to understand you. Meet us at our Newbridge office, or we can visit you at home during the day or in the evening.
- FCA regulatedFCA number 784785
- Established 2017Based in Newbridge
- Home visitsDaytime or evening
- 100+ yearsCombined experience
How we can help
Planning for every stage of life
Whether you are building your savings, approaching retirement or thinking about what you will pass on, we bring every part of your finances together into one clear plan.
Pensions and retirement
Make sense of the pensions you have and plan the income you will need when you stop working.
Find out moreInvestments
Portfolios built around your goals, your timescale and your attitude to risk.
Find out moreISAs and savings
Use your allowances well and find the right home for money you want to keep close.
Find out moreInheritance tax planning
Understand your potential liability and the steps that may reduce the tax your family pays.
Find out moreWills, trusts and estate planning
Working with qualified professionals to protect your estate for the people you love.
Find out moreLasting powers of attorney
Choose who can make decisions for you if you ever need someone to act on your behalf.
Find out moreFinancial protection
Cover that helps protect your family and your lifestyle if illness, injury or death strikes.
Find out moreMortgage advice
Mortgage advice through Bright Financial Affiliates Ltd, a separate firm we work closely with.
Find out moreThe value of investments can go down as well as up, and you may get back less than you invest. Past performance is not a reliable indicator of future results. Mortgage advice is provided by Bright Financial Affiliates Ltd, a separate firm. Your home may be repossessed if you do not keep up repayments on your mortgage.
Our approach
Advice that starts with you, not a product
Nobody's finances look quite the same, so we never use a one-size-fits-all plan. Every recommendation is built around your circumstances and explained in a way that makes sense.
About our advice. Personal Wealth Management provides restricted advice. This means we do not consider every product available on the market. We will explain the basis of our advice, and how we are paid, before we begin.
- 01
We get to know you
Your goals, your family, your income and what matters most to you. We recommend nothing until we understand the full picture.
- 02
We research your options
We start with a panel of established, mainstream providers, and look more widely across the market if none of them suits your needs.
- 03
We explain it clearly
You receive a written recommendation in plain English, including the costs and the risks, so you can decide with confidence.
- 04
We stay in touch
Life changes, and so do the rules. We can review your plans with you so they keep pace with your circumstances.
Changes from April 2027
Your pension could soon count towards your estate
From 6 April 2027, most unused pension funds and pension death benefits are due to be included in the value of your estate for inheritance tax. If you have been relying on your pension to pass wealth on to your family, now is a sensible time to review your plans.
- Understand how the change could affect your estate
- Review who you have nominated to receive your pension
- Look again at your wider plans, including gifts, wills and trusts
Tax treatment depends on your individual circumstances and may change in the future. Some forms of tax and estate planning are not regulated by the Financial Conduct Authority.
Local to you
Rooted in Newbridge, advising across South Wales
Our office is on Newbridge High Street and our advisers cover Wales and the West. If it suits you better, we are happy to come to you at home or another convenient place, during the day or in the evening.
- Newbridge
- Newport
- Cardiff
- Caerphilly
- Cwmbran
- Blackwood
- and across Wales and the West
Our office20 High Street, Newbridge, Newport, NP11 4EZ
Opening hoursMonday to Friday, 9am to 5pm. Saturday by appointment.
Call us01633 746 278
Our team
Real people you can pick up the phone to
We are a small, friendly team, so you will always know who you are dealing with. Together, our team brings over 100 years of combined experience.
Meet the team- IRIan RosserDirector and Financial Adviser
- PBPaul BennettFinancial Adviser
- ELEmma LewisSenior Pensions Administrator
- JBJack BennettTrainee Paraplanner
- DBDawn BennettPA to Paul Bennett
Client reviews
What our clients say
Read our Google reviews
See what clients say about working with us, or share your own experience to help others in South Wales find advice they can trust.
Reviews reflect the experiences of individual clients and are not a guide to the outcome you will receive.
The Monday Espresso podcast
Your five-minute weekly market briefing
Start the week informed. Each Monday, Marlborough's Multi-Asset Solutions investment team recap the last seven days in the markets and look ahead to the week to come.
Produced by Marlborough for information only. It is not personal advice.
Speak to a local adviser
Ready to talk about your plans?
Send us a short enquiry and one of our advisers will be in touch. Prefer to talk now? Call us on 01633 746 278.
The value of investments can go down as well as up, and you may get back less than you invest. Past performance is not a reliable indicator of future results.