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Helping you to plan for your future with a tailored investment plan

Financial Planning

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

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Financial Planning
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Conveniently located at Caerleon House within Mamhilad Park Estate, our Newport office offers seamless access to key transport routes, including the A4042 and Pontypool Railway Station – just half a mile away and directly linked to both Cwmbran and Abergavenny stations – ensuring excellent connectivity for clients throughout South Wales and beyond.

Call us on 01495 762 763 and our Newport team of experts will be happy to help.

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Meet our Newport wealth management team

Adam Walker

Independent Financial Adviser

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Fairstone financial adviser Paul Pelopida

Paul Pelopida

Independent Financial Adviser

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Fairstone James Tall

James Tall

Independent Financial Adviser

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Straightforward independent financial advice for clients across Gwent: Newport, Cwmbran, Pontypool, Abergavenny and Usk.

Trustpilot

Uskvale join Fairstone: Serving clients across Newport for over Eight years.

Uskvale, based in Pontypool, became part of the Fairstone family in 2020. Led by Firm Principal Paul Pelopida, the team has been dedicated to providing expert financial advice for over eight years, building a strong reputation for delivering tailored and holistic financial planning.

Joining Fairstone was a natural choice, offering the perfect balance of support and independence. With access to Fairstone’s regulatory expertise, whole-of-market solutions, and extensive resources, the team can continue delivering fully independent financial advice while enhancing the services available to their clients. This partnership ensures they remain at the forefront of financial planning, with the freedom to focus entirely on their clients’ needs.

Planning your visit to our Newport office

Fairstone is proud to
incorporate one of the UK's
largest Chartered Financial
planning firms

Discover how we can help you to plan for retirement

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We are independent, aren’t
tied to any particular product
providers and our advisers
offer whole of market choice

We Oversee

£20BN

Funds Under Management
Across the UK and Ireland

Our managed investment
portfolios have been Defaqto 5
-star rated for eight consecutive
years

We operate
at over

50

locations
across the UK
and Ireland

How we can help you grow, plan and protect your financial future

Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.

Incorporating one of the UK’s largest Chartered financial planning firms, our team of financial advisers offer independent financial advice, investment management and estate planning services.

Our clients are at the centre of everything we do and thanks to them we are the number one rated wealth management house on Trustpilot.

Investing

Investment Management
Wealth Management

Financial planning

Retirement Planning
Estate Planning
Mortgage Advice
Financial Protection
Corporate Financial Planning
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