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Paul Pelopida

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Wales

Covers

Gwent, Monmouthshire, Newport, Torfaen

Paul Pelopida

Independent Financial Adviser

I have been providing financial advice since 1990 and Independent financial adviser since 1999.

Through providing independent and holistic financial advice to clients, I can build bespoke financial plans and strategies, which include tax saving and growth opportunities.I have also developed expertise in pension transfers and defined benefit scheme arrangements.

As an Independent Financial Adviser, my aim is to work closely with my clients to develop a trusted working partnership with them and their family in order to deliver both excellent value and quality advice for the long-term.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Wales

Covers

Gwent, Monmouthshire, Newport, Torfaen

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