Financial Adviser in Newport

IHT Planning, Pension Investment Protection

David Harvey

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Contact David Harvey

07976914879

8 Hurricane Way
Newport

NP10 9NJ

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I am an Independent Financial Adviser in Newport, with almost 30 years’ experience. Although I’m based in Newport I have clients throughout Gwent, Wales, the West Country and the Home Counties.

I am qualified in most aspects of financial planning, but specialise in dealing in investments, pensions, protection and Inheritance Tax planning.

I offer a relaxed, but trusted and professional financial advice approach and have built many long-lasting relationships with my clients throughout the region.

I offer financial advice in Newport and the surrounding areas including;

  • Cwmbran
  • Caerphilly
  • Bridgend
  • Caerleon
  • Caldicot
  • Bristol
  • Cardiff
  • Chepstow
  • Pontypool

I would be delighted to discuss and demonstrate the very clear way in which advice is delivered, the use of charts, graphs and pictures to illustrate the implications, risk and opportunity of my recommendations and the open affordable way in which I charge for my services.

If you are looking for an experienced financial adviser in Newport, please get in touch. I offer a complimentary, no-fee, initial consultation for customers.