Newsome Wealth Management
Newsome Wealth Management is a financial services company based in Wickford, England. They specialize in economic consulting, investment banking, investment services, private equity firms, economics and law, and financial services.
Introduction to Newsome Wealth Management
Newsome Wealth Management is a financial services company based in Wickford, England. Founded in 2007, the company has been providing expert economic and investment advice to its clients for over a decade. The company aims to help individuals and businesses achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable economic consultants, investment banks, and private equity firms, the company provides personalized solutions to its clients. What makes Newsome Wealth Management unique is their commitment to providing ethical and transparent financial advice.Services & Products
Newsome Wealth Management offers a range of financial services, including investment services, financial planning, and wealth management. The company provides personalized investment solutions based on the individual needs and preferences of its clients. The company also offers financial planning services that help clients create a roadmap to achieve their financial goals. Additionally, Newsome Wealth Management provides wealth management services to help clients manage their assets and investments.Location
Newsome Wealth Management is located at 4 Running Well, Runwell, Wickford SS11 7GD, United Kingdom. The office is situated in a quiet and peaceful area, away from the hustle and bustle of the city. The area is mostly residential, with a few small businesses located nearby. Clients can expect a relaxed and welcoming atmosphere when they visit the office. The closest public transportation options are Runwell, which is 0.2 miles away, Wickford, which is 1.5 miles away, and Battlesbridge, which is 2.2 miles away.Benefits
Clients should choose Newsome Wealth Management because of their personalized and ethical approach to financial planning. The company is committed to providing transparent and honest advice to its clients. Newsome Wealth Management has a team of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. The company offers customized solutions that are tailored to the individual needs and preferences of each client.Good to Know
Clients should be aware that Newsome Wealth Management is a fee-based financial advisory firm. This means that the company charges a fee for its services, rather than receiving commissions for selling financial products.Reviews
Customers have praised Newsome Wealth Management for their personalized approach to financial planning and investment advice. Clients have reported feeling confident and secure in their financial decisions after working with the company. The team at Newsome Wealth Management has been described as knowledgeable and approachable, making the financial planning process a positive and stress-free experience.FAQ
What types of investment services do you offer?
We offer a range of investment services including financial planning, portfolio management, and investment advice. We work closely with our clients to develop customized investment strategies that align with their goals and risk tolerance.How do you ensure confidentiality and security of clients' financial information?
We take the security and confidentiality of our clients' financial information very seriously. We have strict protocols in place to protect against unauthorized access, and we use industry-leading encryption and security technologies to safeguard data. Additionally, we require all employees to undergo regular training on data privacy and security best practices.What is your track record for handling mergers and acquisitions?
Our team has extensive experience in handling mergers and acquisitions across a range of industries. We have a proven track record of successfully guiding clients through complex transactions, from initial due diligence to post-merger integration. We pride ourselves on our ability to provide strategic advice that helps our clients achieve their goals.Can you provide examples of successful private equity investments your company has made in the past?
As a wealth management firm, we do not typically engage in private equity investments. However, we work with a network of trusted partners who specialize in these types of investments, and we can provide referrals to clients who are interested in exploring private equity opportunities.Can you provide examples of successful projects your company has completed in the past?
We have worked with a wide range of clients on numerous successful projects over the years. Some examples include developing customized investment strategies for high net worth individuals, helping businesses secure financing for expansion, and providing financial planning and investment advice for retirees. We are proud of our track record of delivering tailored solutions that meet the unique needs of each client.Reviews
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Matthew Gamble
I am a whole-of-market mortgage broker. Matthew has over the years, dealt with my mothers employer annuity, my personal pension needs and as a result of building that relationship, I have referred him to countless clients of mine, all of whom always give me very positive feedback. Matthew is friendly, professional and just really knows his stuff. Would not hesitate to recommend him to anyone that even just wanted to discuss and learn about pensions and investments.
29-04-2023
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Richard Walsh
I would recommend Newsome to anyone considering their future and financial position, as Matthew and Laura were so friendly, helpful and crucially, transparent and clearly not just looking for a fee or commission. As a 'low value' individual I was initially seeking advice on numerous pension pots and whether to consolidate, and thought I would be of little interest to a wealth management company. I was wrong as what I received from Newsome was a wholesale review of my future finances up to and after retirement, in a way that was clear and accessible and left me with a confidence and understanding that I either lacked or ignored previously. Thank you both as I can leave no higher praise than my friends and family all being sent your way
29-05-2022
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Judith Richards
I contacted Matt Newsome at Newsome Wealth Management to review all my old pension policies from my years of working, which all now lay dormant. Matt advised on the options available to me as I had moved from been an employee to self-employment. I met with Matt to ascertain my plans for a comfortable retirement and how I expected to achieve those goals. Matt took control and formulated a plan to help me achieve exactly what I wanted for my future. Matt and his team took further pressure from my shoulders by writing to all the companies with whom I held a policy to get Statement of Accounts. I feel very confident that I will be able to achieve the retirement of my dreams
29-05-2022
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Dj Hughie
Positive: Professionalism, Quality, Responsiveness, Value
29-05-2022
