Newport Financial Advisors

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

We will make your money work for you

RWB Wealth prides itself on being one of the most positively reviewed financial advisors Cardiff has to offer. We 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-rated 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, investments, insurance, or corporate money management? Our team of Newport financial advisors will create you a custom roadmap to long-term financial security, as part of our regulated Financial Planning Service.

RWB Wealth is proud to be one of Cardiff and Newport’s top-reviewed Financial Advisors and Financial Planning Associations. Reviews can be found on www.google.com.

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 free consultation with one of RWB Wealth’s financial advisors near you. Call us at 02920263360 or email [email protected]
The importance of financial planning

Need free mortgage advice from a Newport
mortgage broker?

RWB Wealth is one of the top-reviewed Mortgage Brokers in Newport. We succeed in helping 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 free consultation? RWB Wealth can even help speed up the deposit saving process. Get yourself a mortgage advisor Newport homeowners have rated five stars.

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
Newport Pension advisors

Need financial advice on pensions?

RWB Wealth’s specialist pension advisors can help you accurately provision for the standard of living you expect 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 to provide 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.
cardiff mortgage broker
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 investment and 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 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.
cardiff financial advice
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 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 02920263360 to book your free consultation with one of our Newport inheritance tax advisors.
Michael Boliver
Michael Boliver
2022-02-16
An absolute pleasure to work with RWB Wealth, the guys were so helpful, really know their stuff, and helped me and my wife out massively, recommending them to all family and friends as a given!
Tom Gates
Tom Gates
2022-02-11
The guys at RWB are brilliant, professional and make dealing with my finances stress free and easy. Would recommend to everyone.
AddictingGamez 37
AddictingGamez 37
2022-01-28
Chris and Geoff at RWB wealth are nothing short of OUTSTANDING. After trawling through countless mortgage brokers I finally found these amazing guys who found us a mortgage - and by that I mean a mortgage for the unmortgageable (or so I thought)! Chris & Geoff spent hours on our case and their expertise shone through as we navigated a treacherous road towards our mortgage offer. The best thing is though these guys are absolute stars with a human touch and a great sense of humour. They got us on the property ladder and to be honest I’ll be forever in their debt. I would never go anywhere else for our mortgage needs. Absolute stellar service which 5 stars does not fully justify - thanks again guys! Kay and Mark Carter-Phillips
Gareth Evans
Gareth Evans
2021-10-18
Cracking couple of lads. They've helped both myself and my clients to no end. Highly recommend!
Magnus the Pink
Magnus the Pink
2021-10-18
RWB helped me with my pensions and investments. They streamlined everything for me and made my finances easier to manage. Thank you RWB Wealth!
Ross Merison
Ross Merison
2021-10-18
True professionals that have advised on all of my personal and business finances, introduced protection schemes and implemented investment strategies. Always at the other end of the phone to offer ongoing advice and support. Thanks Chris and team.
Alex Raymond
Alex Raymond
2021-10-18
Fantastic company with a real personal touch, helped me remortgage my home, set up salary protection and better invest my savings. Would recommend to everyone!
Tracey Cannon
Tracey Cannon
2021-10-18
Highly recommend Chris at RWB Wealth. Very knowledgeable and friendly and always at the end of the phone if you need advice. I wouldn’t go anywhere else for financial planning.
Jamie Wilson
Jamie Wilson
2021-04-27
RWB have handled my finances and helped me grow my investment quickly. They have been very approachable, with easy contact with my advisor who has helped create a tailored service around me.
Chris Darlington
Chris Darlington
2020-12-07
A very professional company who helped me purchase my first home. A very friendly team. Would highly recommend.

Have any questions?
Want to know a little more?

We’re here to help you with any of your questions. If you’d like to contact us or have a query, please fill in our form and we’ll get back to you.
You can send us a message or call us at:
T: 02920263360
E: [email protected]
RWB Wealth Ltd, Regus House, Malthouse Avenue, Cardiff Gate Business Park, Cardiff, CF23 8RU
© Copyright 2020 RWB Wealth – RWB Wealth Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorized and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/) under references 440703 and 440718. The guidance and/or information contained within this website is subject to the UK Regulatory Regime and is therefore targeted at consumers in the UK.
RWB Wealth Ltd is registered in England and Wales, Company Number: 11978941. Registered Address: RWB Wealth Ltd Regus House Malthouse Avenue Cardiff Gate Business Park Cardiff CF23 8RU
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