About us

We are a close-knit business and have experience helping clients prepare for the unknown whilst meeting their financial goals.

Helping you plan your future

Every successful financial strategy starts with an excellent client relationship. Our mission and values put our clients interests at the forefront of our advice.

Although your adviser will be your first point of contact, behind the scenes the whole team will be working together with the same objective to provide you with the highest level of service.

Call us today to find out how we can suggest strategies that will help you realise your financial goals.

Through the years

Dragon was established in 2020, we have since expanded the team and achieved Chartered firm status.

2020

Dragon was born, with Dylan & Sam as Company Directors.

2021

Natalie joined Dragon as a Trainee Paraplanner after graduating from Bristol University.

2022

Natalie progresses to a Paraplanning role. Ben joined Dragon Financial Planning as a Trainee Paraplanner after graduating from Swansea University.

2023

Ben progresses to a Paraplanning role.

2024

Dylan & Sam both pass their Advanced Diploma in Regulated Financial Planning and become recognised Chartered Financial Planners.

2025

Dragon Financial Planning becomes a recognised Chartered Financial Planning firm.

Future

Natalie & Ben are aiming to achieve their Diploma in Regulated Financial Planning.

We're a Chartered Firm

We have been recognised as a Chartered Financial Planning Firm, which shows our commitment in providing fully holistic independent advice, in line with our ethical responsibility to provide professional and suitable advice to ensure good customer outcomes.

We continue to develop our knowledge through ongoing learning and examinations, support our local community and always put our clients’ interests first and are always transparent and fair. We also strive to support the profession and industry through graduate schemes and work experience.

For more information, just click below to watch the CII’s video on Chartered Firms.

Watch here

Meet the team

We pride ourselves on our strong team ethos. Find out more about who we are and what we do:

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Sam Attewell

Chartered Financial Planner

Dylan Morgan

Chartered Financial Planner

Natalie Kirk

Paraplanner

Ben Thompson

Paraplanner

Contact us

If you would like to book a free consultation meeting, please get in touch with us today.

01633 495393 enquiries@dragonfpl.co.uk

218 Stow Hill,
Newport,
Gwent,
NP20 4HA