NewRoad Financial Planning

Helping to Map your financial journey

Why NewRoad?

Independence

We believe in Independent Financial Advice, we never work on behalf of an organisation or investment company. When it comes to your Financial Planning we are sitting on your side of the table.

Value

We believe value is the key to our success. We strive to ensure the value we provide to our clients far outweighs the cost of our service.

Education

We believe education is the foundation to success. Providing the ‘why’ and simplifying complex financial areas to ensure you are confident in your plan.

Our Process

Our process is designed to take clients on a journey. From exploring what is important to creating and implementing your bespoke plan.

Factfind

In our factfind meeting we take time to get to know your individual situation. We will explore your goals and understand what is important to you before assessing your current financial position.

Cashflow Modelling

We use state of the art financial modelling to evaluate your current position and project your future position. In this meeting we can model any potential advice options and investment strategies.

Bespoke Financial Plan

In this meeting we present your bespoke financial plan. This builds upon our previous meetings and includes any relevant research. This will summarise your current position and the potential impacts of advice.

Implementation

If you are happy with the plan we will work with you to get it implemented. At this point we will provide you with any official advice documents and all of the relevant literature for the chosen providers.

Ongoing Service

Should you require ongoing advice we are here to continually monitor your investments and financial position. We are here to guide you through legislation changes and there as your resource when life happens.

What our clients say

"Nick has been amazing!! I found him on Vouchedfor rather than on personal recommendation and so didn't know how it would be. However within the first meeting I was completely at ease and quickly trusted Nick to help me with my financial planning. He explains everything very clearly and answers all my, often naïve, questions, often going beyond the allocated time for the meeting if needed. I have found it easy to discuss all matters with Nick and he has been a huge support over this past year such that I am now happily in a new home, and setting up my own business with investments that are giving a good return. I highly recommend Nick as a financial advisor."

"Nick has been excellent, professional, personable and a pleasure to deal with."

"Nick produced a spreadsheet which analysed current and future projected yield of my properties and helped me to compare the numbers with the projected yield of other investment types."

"Nick has helped enormously in getting my partner and I on track to a pleasant future. We'll find out the outcome in 25 years time but I'm confident it will be good."

I’d never had professional financial advice before and I’d had poor experiences with ‘chain’ FA’s (no response, poor communication). Nick went through all of my finances and potential income and shaped a plan that should provide me with a very decent pension. I’ve left it very late in life and thought panic was the only option. Nick has made me realise that we are far from panic!

Helped me understand what my situation was with regard to my pension, provided me with choices and made recommendations on what I could do to improve it and undertook the next steps that needed to be taken on my behalf. He also schedules regular meetings with me to find out whether my circumstances have changed and to give me updates. He also provides a regular newsletter giving useful financial information, including additional editions on special occasions, such as breaking down new budget announcements.