A friendly, down-to-earth, honest team of independent financial advisers and mortgage advisers based in Newport, South Wales. Looking for pension or mortgage advice? Look no further! We're here to take the worry away from making those big financial decisions and guide you into a better position. Coming out of a 2 year deal I spoke to Dave and he gave me a couple of options which I hadn't even considered.
As a result I am saving money on my mortgage each month and have been able to completely clear off old debt. Absolute no brainer! The whole process was simple. Dave and his team were very professional and responsive from start to finish. Look forward to more savings in 2 years time! Great advice and help navigating the financial options right for me.
With the knowledge and insight of experienced advisors on your side, you can rest assured knowing you have made the right choice. What a great service, can't recommend enough! They completely took the stress out of mortgage hunting and helped us in getting the right mortgage for our new home.
As a result I am saving money on my mortgage each month and have been able to completely clear off old debt. Absolute no brainer! The whole process was simple. Dave and his team were very professional and responsive from start to finish. Look forward to more savings in 2 years time! Great advice and help navigating the financial options right for me.
With the knowledge and insight of experienced advisors on your side, you can rest assured knowing you have made the right choice. What a great service, can't recommend enough! They completely took the stress out of mortgage hunting and helped us in getting the right mortgage for our new home.
Services
You care about your family and so do we.
The services we offer focus on protecting you and your family, to give you peace of mind so that you can enjoy every moment with them.
It might not be what you want to hear, but we will always be 100% honest.
It's important that you know all the possible risks and outcomes related to your financial decisions.
Our services are not transactional, we encourage an on-going relationship so that you can feel comfortable coming to us and asking for help when you need it.
The services we offer focus on protecting you and your family, to give you peace of mind so that you can enjoy every moment with them.
It might not be what you want to hear, but we will always be 100% honest.
It's important that you know all the possible risks and outcomes related to your financial decisions.
Our services are not transactional, we encourage an on-going relationship so that you can feel comfortable coming to us and asking for help when you need it.
People naturally gravitate towards Geraint.
He has an approachable and straightforward manner with regards to helping people understand and improve their financial position.
His efforts in developing himself and the business demonstrates an enthusiasm for learning better ways to help people save, grow and protect their money.
Geraint has worked in the financial sector for over 20 years, originally working in the corporate world of Halifax and Barclays.
He then made the move to become an Independent Financial Advisor and look after his own clients.
He has an approachable and straightforward manner with regards to helping people understand and improve their financial position.
His efforts in developing himself and the business demonstrates an enthusiasm for learning better ways to help people save, grow and protect their money.
Geraint has worked in the financial sector for over 20 years, originally working in the corporate world of Halifax and Barclays.
He then made the move to become an Independent Financial Advisor and look after his own clients.
Whether you're looking to buy your first home, move home, re-mortgage or step into the world of property investment, we can get you that YES!
We understand everyone has different financial circumstances, which is why we look at the bigger picture, helping you make decisions now that will also accommodate your future plans.
You probably have a lot of questions about how much you can borrow, how soon you can get a mortgage and how our service process works, so go ahead, we've got all the answers right below.
We understand everyone has different financial circumstances, which is why we look at the bigger picture, helping you make decisions now that will also accommodate your future plans.
You probably have a lot of questions about how much you can borrow, how soon you can get a mortgage and how our service process works, so go ahead, we've got all the answers right below.
At The Money Partnership we work closely with solicitors, accountants and many other professionals, offering our support to enhance your service and make your clients' money work better for them.
We can offer your clients financial support throughout their divorce and help with necessary financial arrangements post-divorce including mortgages, pensions and protection insurance.
Does your client need proof of their mortgage borrowing to help the court make financial decisions?
At The Money Partnership we offer a speedy and professional mortgage capacity assessment service, helping your clients provide the necessary documentation for court and also gain an insight into their mortgage future.
We can offer your clients financial support throughout their divorce and help with necessary financial arrangements post-divorce including mortgages, pensions and protection insurance.
Does your client need proof of their mortgage borrowing to help the court make financial decisions?
At The Money Partnership we offer a speedy and professional mortgage capacity assessment service, helping your clients provide the necessary documentation for court and also gain an insight into their mortgage future.
Am I going to have enough?
How much is enough?
How early can I retire?
What happens when?
We will work with you to answer all the questions that worry you.
Here's some information to get you thinking about your pension and retirement plans.
We also offer pension reviews at no cost, get in touch and let us help you find out how much you've got in your pension and how well it's performing.
Using these figures, you can start to put together a budget planner noting what your income and potential outgoings will be in this new pattern of living.
How much is enough?
How early can I retire?
What happens when?
We will work with you to answer all the questions that worry you.
Here's some information to get you thinking about your pension and retirement plans.
We also offer pension reviews at no cost, get in touch and let us help you find out how much you've got in your pension and how well it's performing.
Using these figures, you can start to put together a budget planner noting what your income and potential outgoings will be in this new pattern of living.
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