Financial Adviser in Newport

David Harvey

07976914879

david.harvey@trulyonline.co.uk

I am an Independent Financial Advisor 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 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 advisor in Newport, please get in touch. I offer a complimentary, no-fee, initial consultation for customers.

Financial Advice Services

Pension

Investment

Protection

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My Financial Advice Process

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.