Financial Planning and Investment Principles
Our purpose is for clients to reach the point of Financial Freedom with as little friction as possible.
This is achieved through long term Financial planning principles, and on going Financial Advice.
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We endeavour to work alongside our clients over the long term to help them attain this, and along the journey advise on important financial matters.
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With our expertise of almost a decade in Pensions, Investments and tax planning, you are in safe hands.
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Technology forms a core part of what we use to bring a robust Financial Plan to life, whether you are accumulating or decumulating wealth, we can help answer questions like- how long will my assets last, when can I retire, or how much should I be saving?
Our values
SERVICE FOCUSSED
Excellent Service is paramount and one of the most important values at NBW.
PRINCIPLED
Financial Planning Principles are the cornerstone to great Advice, they help navigate and direct the ship, especially in turbulent times.
EFFICIENT
Whether it's making a clients life easier, or creating a more efficient Financial Plan - we want as little resistance as possible.
QUALITY
We don't work with everyone, we work with quality people and provide them a quality service.
ADAPTIVE
Things are constantly evolving, and we ensure to remain at the forefront of what will benefit clients.
STEADFAST
Here for the long term, to navigate the financial journey our clients are on, see them into and through all times.
Rowan Howse IFA
Chief Financial Advisor
Rowan began his career in the Financial Advice industry in 2018, starting from the bottom and working his way up to fully fledged Adviser in a short time.​ In the lead up to starting NBW he has provided excellent on going regulated Financial Advice to over 60 families in the UK. During this time honing his skills and knowledge by working under successful UK advisers in London.
He's now set up Newbrook Wealth to help more people achieve what's important to them in life, with money as a core part of this. When Rowan is not advising, he often travels to Wales with his Welsh Mrs- Caroline, and enjoys rugby, surfing, running, cycling and whatever else keeps him out of trouble. He's also not bad at chess.
Go the Springboks.
Get in Touch
Reach out to us for expert financial advice and personalized planning solutions tailored to your needs.