Who we are...

newbold broadstreet wealth management limited was established in April 2010 when Paul Wilson and Gary Partridge combined their expertise to create a new partnership. They jointly have over 55 years experience as independent financial advisers and have built up a client base of high net worth individuals and companies. Newbold Broadstreet Wealth Management Limited provides independent financial advice directly to private and corporate clients. We also advise clients introduced to us by other professional firms such as solicitors and accountants.

 

As a Chartered Financial Planning firm we ensure all staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. We work in an ethical manner that places clients' interests at the heart of the advice we give. Chartered status is the most widely accepted "gold standard" qualification available for professional financial advisers, Chartered firms display the highest commitment to professional standards.

 

Our Chartered Financial Planners Gary Partridge and Paul Wilson are highly qualified and independent advisers dedicated to finding the most suitable financial solutions for your needs.

 

Gary Partridge ACII, APFS
Chartered Financial Planner
Director

28 Years Industry Experience

Chartered Financial Planner

Associate of the Personal Finance Society

Corporate Client Specialist

       

 

 

Paul Wilson FPFS
Chartered Financial Planner
Director

30 Years Industry Experience

Chartered Financial Planner

Fellow of the Personal Finance Society

Pensions Specialist

       

 

Stephen Walker
BA(Hons), DipPFS
Practice Manager

18 Years Industry Experience

Member of Personal Finance Society by Diploma

Degree in Accounting & Finance


  
     

 

newbold broadstreet wealth management ltd is authorised and regulated by the Financial Conduct Authority: 529573 - www.fca.org.uk
registered in england & wales: 7320118. registered address: 7 wharf house, waterside, dickens heath, solihull b90 1ue