PROVIDING
FINANCIAL ADVICE
IN SOUTH WALES
MEETING
Selecting someone dependable to look after your finances is one of the most important decisions you can make. This is why our first meeting will be to discuss and gain an understanding of your needs and objectives. You will be under no obligation to take this further as this is a free consultation although we hope the discussion will highlight the benefits of continuing with our services. Please note any subsequent meetings will be chargeable
ADVICE
We have a wide variety of customers that all have different types of financial needs and wants. This is why our services are tailored to your individual needs. Our advice is offered on a completely independent basis using a range of products from the whole of market; aiming to provide a more personal and comfortable experience in what can seem an overwhelming time.
SUPPORT
Over time you will grow as a person and so your personal circumstances will change. We offer an ongoing service to keep up with your changing circumstances whilst continuing to keep your financial interests secure. Please note that ongoing servicing is an additional services and comes with an extra charge.
ABOUT US
Based in Blackwood and Bridgend, South Wales, Bridgewood Independent Financial Advice offers fully independent advice to its existing and new clients.
We believe it is important to understand your individual needs by taking the time to get to know you. We can then offer you specialist financial advice, tailored to your specific needs and objectives.
We understand that speaking to a financial adviser can be quite daunting. This is why we offer an honest and professional service explained to you in plain English, which will earn your trust in us both now and for the future.
CONTACT US
Taking the first step is the hardest, we've made this easier for you. Just fill in our short contact form below and we will contact you back to with a no obligation discussion.
You have voluntarily chosen to provide personal information to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email, or by telephone. For further details on how we handle your personal information, please refer to our Privacy Policy.