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Rhonda Newman APFS

Chartered Financial Planner

Rhonda joined the Group in March 2023 when Gould Financial Planning became Perspective (Gould Financial Planning) Ltd. It was important to Gould to provide a successful and prosperous future for their clients and staff. We shared their client-centric culture and offered exciting opportunities for their clients and staff alike.

Rhonda has over 24 years of experience in the financial services industry, starting of as an administrator with a life assurance company. Rhonda joined Gould Financial Planning in April 2005 and since then, has built up a wealth of experience working as a senior paraplanner, office manager, compliance officer and recently a financial planner.  

Rhonda provides financial advice in pensions, investments, protection and wealth preservation. Her clients range from young business owners to retirees, and she also advises a number of professional trustees and attorneys. Rhonda prides herself on providing a first-class financial planning service which is not just about financial products and numbers, but listening to the facts, understanding ambitions, challenging the ‘why not’ and working through the barriers to help clients meet their full financial planning potential. 

What interests Rhonda the most is that no client or situation is the same, and she enjoys finding out about people’s circumstances and helping to draw out what is important to them and their families. Seeing advice and planning come to fruition to help clients fulfil a goal is very rewarding to her.

Rhonda Newman Headshot

Based

Cardiff Office

Quest House
St Mellons Business Park
Fortran Road
Cardiff
CF3 0EY

Telephone: 02922 52 53 54

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Perspective (Gould Financial Planning) Ltd, Registered in England and Wales No 7257829. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Gould Financial Planning) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (Gould Financial Planning) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk