Financial Adviser in Newport

IHT Planning, Pension Investment Protection

David Harvey

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Contact David Harvey


8 Hurricane Way

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 provide financial advice to 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.

As an independent financial adviser (IFA) I give unbiased advice about available financial products.  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
  • West Country
  • Home Counties

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 independent financial adviser in Newport, please get in touch. I offer a complimentary, no-fee, initial consultation for customers.