Financial Adviser in Newport

IHT Planning, Pension Investment Protection

Martin Holcroft

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I am an Independent Financial Adviser in Newport, Monmouthshire.  I have over 40 years’ experience in financial services. Although I’m based in Newport I provide financial advice to clients throughout Gwent, Wales, Dorset, Somerset, Cornwall, Devon and across the Home Counties.

I am qualified in most aspects of financial planning, but specialise in dealing in investments, pensions, protection, Inheritance Tax planning and looking after the needs of small businesses.

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, throughout Wales and across Southern England.  Areas include

  • 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 Wales, please get in touch. I offer a complimentary, no-fee, initial consultation for customers.