Welcome to Dragon Financial Planning

Dragon Financial Planning
Dragon Financial Planning
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    • Home
    • Our Team
    • Services
    • Fees
    • Find Us
    • Client Login
    • Feedback
  • Home
  • Our Team
  • Services
  • Fees
  • Find Us
  • Client Login
  • Feedback

Helping to Grow & Protect your Wealth

Helping to Grow & Protect your WealthHelping to Grow & Protect your WealthHelping to Grow & Protect your Wealth

Book your free consultation with us today

Contact Us

Helping to Grow & Protect your Wealth

Helping to Grow & Protect your WealthHelping to Grow & Protect your WealthHelping to Grow & Protect your Wealth

Book your free consultation with us today

Contact Us

About Us

Planning Your Future

We have over 35 years of experience helping clients prepare for the unknown while meeting their financial goals. 

Ask us about:


  • Financial planning
  • Investment advice
  • Retirement plans
  • Estate planning
  • Lifetime Mortgages


As an independent financial services firm, we can access many different products so you can get the right products and services for you.

Find out more about our services

Committed to Service

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long and short-term strategies that will help you realise your financial dreams.

Expertise

Having worked for many years in the financial services industry in many different sectors, we are very well placed to advise clients. Our team has gained experience working for banks, stockbrokers, insurance companies and for many years as independent advisers. We have obtained valuable knowledge and  can apply this to help advise clients on their needs and requirements. 

Transparency

Our four key principles are honesty, integrity, reliability and value. We believe in developing long-term relationships with our clients, so we believe that transparency throughout the advice process is key. As independent advisers, we are not tied to any companies and serve only you, the client. We will not surprise you with any hidden costs. For this reason, we believe we offer a service you can trust. 

Comprehensive Approach

We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

CONTACT US

Dragon Financial Planning Ltd

218 Stow Hill, NP20 4HA, Newport

01633 495393

Opening Hours

Monday - Friday: 9:30am - 5pm


Weekends - Closed

Client Feedback

Copyright © 2021 Dragon Financial Planning Ltd - All Rights Reserved.

Dragon Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority no: 841978 and is bound by its rules.

  • Our Team
  • Services
  • Fees
  • Find Us
  • Client Login
  • Feedback

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