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20 High Street, NewbridgeAdvisers covering Wales and the West

Call us01633 746 278 (call Personal Wealth Management) Send an enquiryEnquire

Who we are

A local firm with a personal approach

Personal Wealth Management was established in 2017 to give people across South Wales clear, personal financial advice. We are based on High Street in Newbridge, and our advisers cover Wales and the West.

Send an enquiry Meet the team

Our story

Advice tailored to your circumstances

Nobody's finances look quite the same. That is why every piece of advice we give starts with a proper conversation about you: your family, your plans, the income you will need and the legacy you would like to leave.

From there, we build a plan that brings your pensions, investments, savings and estate planning together, and we explain every recommendation in plain English. Where your plans need it, we work closely with your accountant and other qualified professionals.

You are welcome to visit us at our Newbridge office, or we can come to you at home or another convenient place, during the day or in the evening.

Personal Wealth Management20 High Street, Newbridge

The Personal Wealth Management office on High Street, Newbridge

Our office at 20 High Street, Newbridge

  • 2017Year established
  • 100+Years of combined experience
  • 784785Our FCA number
  • Day or eveningHome visits available

What we stand for

How we work with you

  • Personal

    Advice built around your circumstances, your family and your plans, never a one-size-fits-all product.

  • Clear

    Plain English, costs set out before we begin and honest conversations about risk.

  • Local

    A Newbridge team who know South Wales, with home visits during the day or in the evening.

  • For the long term

    We are here to review your plans with you as your life, and the rules, change.

About our advice

Personal Wealth Management provides restricted advice. This means we do not consider every product available on the market. We start with a panel of established, mainstream providers, as many clients feel more comfortable with names they know, and we can look more widely across the market if none of them suits your needs. We will always explain the basis of our advice, and how we are paid, before we begin.

Our team

Meet the people behind your plan

We are a small team, so you will always know who you are dealing with. For general enquiries, email admin@pwmfinancial.co.uk or call 01633 746 278.

  • Adviser

    Ian Rosser

    Director and Financial Adviser

    Email Ian
  • Adviser

    Paul Bennett

    Financial Adviser

    Email Paul

  • Emma Lewis

    Senior Pensions Administrator

  • Jack Bennett

    Trainee Paraplanner

    Jack has completed his R01 to R05 exams and his CF6 mortgage exam, and is studying for the R08 long-term care exam.

  • Dawn Bennett

    PA to Paul Bennett

Looking for mortgage advice?

Mortgage advice is provided by Bright Financial Affiliates Ltd, a separate firm we work closely with. We can introduce you, and they will support you from application through to completion.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Visit Bright Financial

Speak to a local adviser

Let's talk about what matters to you

Send us a short enquiry and one of our advisers will be in touch. Prefer to talk now? Call us on 01633 746 278.

Send an enquiry Call 01633 746 278