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save . grow . protect

 
 
 
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mortgages

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pensions

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investments

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property investment

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protection

MCA

Reports

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later- life planning

we are the money partnership

A friendly, down-to-earth, honest team of independent financial advisers and mortgage advisers based in Newport, South Wales. Looking for pension or mortgage advice? Look no further! We’re here to take the worry away from making those big financial decisions and guide you into a better position.

Why our clients love working with us…

●      We’re professional yet relaxed

●      We work flexible hours to support clients

●      We always keep clients fully informed

●      Our financial advice is jargon-free!

Visit our office in Risca or arrange a discovery call on zoom...a chat costs nothing.

 

what our customers say

 
 
 

mortgages

Getting on the property ladder, moving home or remortgaging? Our mortgage brokers can help you source the best mortgage deal for your circumstances.

pensions

We want you to be certain that you’re heading for a comfortable retirement. So, book a free pension review and obtain guidance on ways to boost your pension.

investments

Do you have money sat in a savings account doing nothing for you? If you’re in it for the long game, investing can be a great way to beat inflation and make your money grow faster. 

property investment

First-time landlords, established landlords and property flippers… we can offer mortgage advice and source buy to let mortgage deals to suit your property needs.

protection

How would your bills get paid if you became ill, injured, or worse, passed away? Let’s talk about the importance of protection insurance: income protection, critical illness cover, and life insurance.

later-life planning

You work hard for your money, but without the right planning, there’s nothing to stop it from ending up in someone else’s pocket. We can help you plan for the future; protecting your money and home from unnecessary fees and taxes.