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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