About Bridgewood IFA Ltd

If you want honest, cost effective, great advice for your pension and investment needs, give us a call.
Along with a professional, friendly approach, my independent status is a key foundation to the service, ensuring I can advise on products across the whole market place. Therefore, I act solely in the best interests of my clients at all times. I have private interview room facilities if required, or I am able to meet you at your home anywhere across South Wales if that makes you more comfortable.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • Mortgages:
  • Buy my next home
  • Buy to let
  • Remortgage

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