
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.
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.
Services
About
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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.
Meet the team
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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.
Services
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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.
Partnerships
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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.
Pensions
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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.
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