Financial Planners in Newport, Wales

10 locations found near Newport
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“Great communication and advice given throughout the process, friendly and personal service given and kept an eye on the rates during these tumultuous times to ensure I got the best offer possible”

5Superb16 Reviews

“Never thought that online trading could be so helpful because of so many scammers online until I met Mrs. Brenda William who changed my life and that of my family. I invested $1000 and got $11,670 Within a week. she is an expert and also proven to be trustworthy and reliable. Contact her via: [email protected] WhatsApp: +18054915639”

5Superb5 Reviews

“Was recommended CSFS by a colleague at work.Emma was my first advisor - she was fantastic: supportive, attentive and very knowledgeable when it came to answering questions. However she has since left the business.Upon her departure, Matt took over my case and was just as brilliant. Very supportive and had no issues explaining things to me that i was unfamiliar with, as I was a first time buyer. Also supported when it came to finding home insurance - he put me in touch with his colleague, Simon.Simon who organised my home insurance was super friendly, concise and proactive in communicating to me what each level of cover was providing, and allowed me to make my own decision without pressure to choose something that net them a bigger commision.Reuben was also very proactive in chasing my solicitors who were unresponsive and unhelpful at points in the process, which I'm very grateful for.All in all a very positive experience in all aspects, and will be returning to them when my fixed rate comes to an end. Thanks to all - your efforts were all very much appreciated! An overall positive experience for a first time buyer!”

4.6Superb7 Reviews

“Genuinely cannot fault the service from Chris and the whole team that did so much for us last year. Everything they did albeit remotely was superb customer service! We as a family are signed up and all our financial business is taken care of for our future.”

5Superb3 Reviews

“We have worked with Paul and his very knowledgeable team for many years. We have found them to be very professional, and they always act in an independent way with the best interests of their clients being their top priority. Highly recommended”

5Superb2 Reviews

“I dealt with Lee when buying my first home. From start to finish he was absolutely amazing. He dealt with the estate agents for me and discussed my options with mortgage lenders and what policies/insurances I would need in place. He always responded quickly and was so helpful. I honestly cannot recommend him enough and will always use him in the future.”

5Superb1 Reviews