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Personal financial advice on pensions, investments, ISAs and inheritance tax planning, from a local team in Newbridge advising across South Wales and the West.

01633 746 278 admin@pwmfinancial.co.uk

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Pensions and retirement
Investments
ISAs and savings
Inheritance tax planning
Wills, trusts and estate planning
Lasting powers of attorney
Financial protection
Mortgage advice

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Personal Wealth Management
20 High Street
Newbridge
Newport
NP11 4EZ

Monday to Friday9am to 5pm
SaturdayBy appointment
SundayClosed

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Authorised and regulated by the Financial Conduct AuthorityFCA number 784785. Check the FCA Register

Personal Wealth Management (South Wales) Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 784785. 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.

We provide restricted advice, and we will explain what this means for you before we begin.

Tax treatment depends on your individual circumstances and may change in the future. Some forms of tax and estate planning, and will writing, trusts and powers of attorney, are not regulated by the Financial Conduct Authority.

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.

If you are unhappy with our service, please contact us at admin@pwmfinancial.co.uk. If you are not happy with our final response, or we have not resolved your complaint within eight weeks, you may be able to refer it to the Financial Ombudsman Service.

Personal Wealth Management (South Wales) Ltd is registered in England and Wales, company number 10852780. Registered office: Ty Camlas, Maesderwen Road, Pontypool, NP4 5LF. The information on this website is subject to the UK regulatory regime and is intended for people living in the UK.

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