Newport Financial Advisors

Get in touch with our Newport financial advisors and see how we can help.

Investment Planning

We will make your money work for you

RWB Wealth prides itself on offering a first class service and believe in excellence, efficiency and integrity whilst providing a full Financial Planning Service for every individual client.

Newport Financial Advice

RWB Wealth: Newport Financial Advisors

RWB Wealth’s top rate Newport financial advisors are dedicated to finding a money-management strategy for you, no matter your financial situation.

Are you looking for expert money advice on mortgages, taxation, pension planning, investment planning, insurance, or corporate money management? Our team of Newport financial advisors will create you a custom roadmap toward long-term financial security, as part of our regulated Financial Planning Service.

*Remember that support is also available at Citizens Advice which can be found at https://www.citizensadvice.org.uk/debt-and-money/getting-financial-advice/

Book your no obligation consultation with one of RWB Wealth’s financial advisors near you. Call us at 02920 263360 or email [email protected]

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

The importance of financial planning

Need mortgage advice from a Newport
mortgage broker?

We believe RWB Wealth is one of the best Mortgage Brokers in Newport. We help first-time buyers and clients who’ve previously been rejected to secure a mortgage deal on their dream homes.

We can help clients with all forms of income buy their dream home. This includes those on a steady salary, self-employed, business owners, and those with a poor credit history or bankruptcy.

Our expert Newport Mortgage Brokers are here to help at every stage. So why give us a call today to book your no-obligation consultation? RWB Wealth can even advise on the deposit saving process. Get yourself a top rate mortgage advisor.

*The Bank of England set the interest rate, the latest interest rate can be found at https://www.bankofengland.co.uk/monetary-policy/the-interest-rate-bank-rate

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

Newport Pension advisors

Need financial advice on pensions?

RWB Wealth’s specialist pension advisors can help you accurately access the provisions you expect to need in order to maintain the standard of living you want in retirement.

Our pension forecast service can give you a realistic view of whether your projected pension pot will allow you to continue to live comfortably.

If your state and private pension plan do fall short, our expert pension advisors can support you in adjusting your finances aiming to make up the shortfall and provide enough for the future.

RWB Wealth also offers tax advice on flexibly accessing your pension, purchasing an annuity, and the other options available.

If you’re facing divorce proceedings, RWB Wealth can advise you on how to protect your personal pension.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Pension advice in newport

Want to secure your family’s financial future?

RWB Wealth will create a money-management and wealth-building roadmap tailored to your family’s finances, personal goals, and risk tolerance.

We can also help you put comprehensive insurance policies in place to cover almost everything life can throw at us. Including life insurance, critical illness cover, and income protection.

Our Newport financial advisors will scour your finances for pitfalls, such as paying too much tax or excessively spending. They will also highlight areas with potential for building wealth.

We use long-term financial planning strategies to make sure your hard-earned money is giving you the peace of mind you deserve. Our plans help you establish your family’s future financial security, whilst providing the means to live life to the full now.

Newport investment advisor

Want to build an investment portfolio?

Are you considering investing your savings instead of watching them erode in the bank thanks to the soaring rate of inflation?

RWB Wealth offers a comprehensive range of tax-friendly investment solutions aiming to grow your money’s earning potential. Our advice on medium to long-term investment plans is tailored to your personal finance goals and risk tolerance.

RWB Wealth can help you build or diversify a personal investment portfolio that spans several different market sectors, locations, and asset classes.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.

Avoid inheritance tax

Need to know how to avoid inheritance tax?

Do you want to reduce the inheritance tax bill your children or grandchildren will pay on your estate? Wondering if your estate will exceed the inheritance tax threshold?

Plan ahead today to mitigate the inheritance tax burden when you leave your estate. Our inheritance tax advisors will help you utilize Business Property Relief if available and trust planning.

Some exemptions from inheritance tax rate relief are only effective when implemented a certain number of years before death. So act now to ensure your loved ones are left with the true value of your home and estate.

Give us a call at 02920 263360 to book your no-obligation consultation with one of our Newport inheritance tax advisors.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

*Links from these websites exist for information only and we accept no responsibility or liability for the information contained on any such sites