NTM Financial Services Ltd

NTM Financial Services Ltd Our core service is helping clients develop
a long term financial plan to meet their
objectives. The use of cash flow modelling allows us to
demons

We offer proven, expert advice,
developed to complement the services
offered by solicitors and accountants.

Most people insure their homes, their cars and even their mobile phones.But what about the thing that pays for all of it...
02/06/2026

Most people insure their homes, their cars and even their mobile phones.

But what about the thing that pays for all of it?

Your ability to earn an income and provide for the people who depend on you.

Life insurance and critical illness cover are often viewed as something to think about later, yet unexpected events rarely arrive at a convenient time. The right protection can help provide financial security for your family, helping to ease the financial pressure that can come with serious illness or the loss of a loved one.

The reality is that every family is different. The amount of cover you may need, the type of policy that could be suitable and the level of protection required will depend on your individual circumstances, responsibilities and future plans.

At NTM Financial Services, we help individuals and families understand the options available and build protection plans that support what matters most to them.

Because protecting your family's future is not just about what you have today. It's about helping to ensure they remain secure tomorrow.

Read more about our Personal & Family Protection services:
https://www.ntmfs.co.uk/personal-and-family-protection-advice

Most people don’t mind paying the tax they owe.What frustrates them is paying more than they need to simply because they...
27/05/2026

Most people don’t mind paying the tax they owe.

What frustrates them is paying more than they need to simply because they didn’t know the options available to them.

Good tax planning is not about loopholes or risky strategies. It’s about making smarter, compliant decisions around the money you already earn, save and invest.

Whether it’s making better use of allowances, structuring investments more efficiently, planning for retirement income, or thinking ahead for future generations, small changes can often make a meaningful difference over time.

Because keeping more of what you earn is not just about numbers on a spreadsheet.
It’s about creating more flexibility, more opportunities, and more confidence in the future.

At NTM Financial Services, we believe tax planning should work alongside your wider financial goals, helping you make informed decisions with clarity and peace of mind.

Keep more of what you earn with smart, compliant tax planning.

If you are keen to find out more about this pop over to our website and check out the Tax Optimisation service page or simply drop us a message and get in touch.
https://www.ntmfs.co.uk/tax-optimisation

As we sail into the Bank Holiday weekend, it’s always worth reminding ourselves how important it is to find the right ba...
23/05/2026

As we sail into the Bank Holiday weekend, it’s always worth reminding ourselves how important it is to find the right balance between work and switching off.

Just over a week ago, Neil spent the evening out on the water with one of our clients, Alan Shaft, supporting him as he marshalled the Cardiff Bay Yacht Club Tuesday Night Race.

There’s something special about Tuesday evenings in the Bay, the mix of competition, community, and the unmistakable Cardiff skyline all coming together. It was a great evening and even better to catch up with Alan.

With the sunshine set to continue this Bank Holiday, hopefully everyone gets the chance to slow down a little, enjoy the weather, and take a well-earned break from work for a few days.

Blending Modern Methods with Traditional Values:The Future of Financial ServicesThere’s no doubt financial services are ...
19/05/2026

Blending Modern Methods with Traditional Values:
The Future of Financial Services

There’s no doubt financial services are changing.

Technology, automation and digital tools are making advice faster, more accessible and more efficient than ever before. But while the methods may evolve, we still believe the foundations of good financial advice stay the same.

Trust. Relationships. Understanding people properly.

At NTM Financial Services, we see the future of financial planning as a balance between modern tools and traditional values, using technology to enhance the client experience, not replace the human side of advice.

Our latest blog explores why that balance matters more than ever and how financial services are continuing to evolve without losing what’s most important.

Read the full blog here:
https://www.ntmfs.co.uk/blending-modern-methods-with-traditional-values-the-future-of-financial-services

Neil met former England & Lions rugby star Josh Lewsey at a business conference this week. "It was genuinely interesting...
15/05/2026

Neil met former England & Lions rugby star Josh Lewsey at a business conference this week.

"It was genuinely interesting hearing Josh’s perspective on business development, resilience, leadership, teamwork and succession planning, especially how many of the lessons learned in elite sport translate directly into business and long-term planning.

One thing that really stood out was the importance of building strong teams around you, adapting under pressure and having a clear plan not just for growth, but for sustainability and succession over time.

Great conversation and plenty to take away, I look forward to working with him."

We are all about, supporting success here at NTM, so we were over the moon to hear that one of our colleagues here Nick ...
11/05/2026

We are all about, supporting success here at NTM, so we were over the moon to hear that one of our colleagues here Nick Hill won the Highadmin Project South Wales championship over the weekend with his team Dinas Powys FC.
A fantastic achievement and massive congratulations from all the team here at NTM!
👏🏻👏🏻👏🏻 ♥️🖤

While visiting the vibrant town of Bridport to meet with clients, I had the pleasure of catching up with Stephen Potter ...
09/05/2026

While visiting the vibrant town of Bridport to meet with clients, I had the pleasure of catching up with Stephen Potter from Scott Vevers Chartered Accountants.

It’s always great to reconnect with professionals who play such an important role in supporting local businesses and individuals within their communities. Conversations like these are a good reminder of how valuable strong professional relationships can be, especially when it comes to helping clients navigate financial planning, business challenges and long-term goals with confidence.

A pleasure as always, Stephen, and great to see local businesses in Bridport continuing to thrive.

If you’re looking for clear, personal financial advice backed by trusted professional relationships, the NTM team is always happy to have a conversation.

Our team recently attended the Threesixty Services Conference focused on trusts, estate planning and inheritance tax, an...
06/05/2026

Our team recently attended the Threesixty Services Conference focused on trusts, estate planning and inheritance tax, an important event bringing together advisers and specialists to discuss the latest developments affecting families across the UK.

With inheritance tax impacting more estates than ever before, keeping up to date with legislation, planning strategies and best practice is essential. Events like this allow us to bring practical, current insight back to our clients and continue building on the personal, informed advice we pride ourselves on at NTM Financial Services.

We’ve shared some of the key takeaways and wider thoughts around inheritance tax planning in our latest blog.

If protecting your wealth and planning ahead for future generations is something you’ve been considering, it’s well worth a read.

Read the full blog here:
https://www.ntmfs.co.uk/inheritance-tax-planning-insights-from-the-ntm-team

NTM Advisers are in Bristol this week, attending the Threesixty Services Conference, with a strong focus on trusts and i...
29/04/2026

NTM Advisers are in Bristol this week, attending the Threesixty Services Conference, with a strong focus on trusts and inheritance tax planning.

With inheritance tax now impacting more families than ever before, it’s becoming increasingly important to stay ahead of evolving legislation, planning strategies and best practice. The landscape is shifting, from thresholds and reliefs through to how trusts are structured and managed , S for us at NTM, keeping up to date is key to providing clear, effective advice.

Events like this give us the opportunity to hear directly from industry specialists, explore real-world case studies, and challenge our thinking around how best to structure wealth for future generations. It’s not just about theory, it’s about bringing back practical, relevant insight that can genuinely benefit our clients.

Ultimately, good planning is about more than mitigating tax. It’s about ensuring your wealth is protected, passed on efficiently, and aligned with your long-term intentions for family and legacy.

If you’d like to start a conversation around protecting your wealth and planning for the future, our team is always here to help.

Energy Shock Tests Market Confidence...What Investors Should Do NowThe latest disruption to global energy supply isn’t j...
21/04/2026

Energy Shock Tests Market Confidence...
What Investors Should Do Now

The latest disruption to global energy supply isn’t just about oil prices.
It’s feeding straight into inflation, interest rate expectations, and investor confidence.

We’re seeing the same pattern play out again:

Rising energy costs pushing inflation higher
Central banks forced into tougher decisions
Markets becoming more volatile and uncertain

But this isn’t about reacting to headlines.
It’s about understanding what sits underneath them.
Because when energy prices spike, it acts like a tax on growth, squeezing businesses, slowing economies, and shifting the investment landscape

And that’s where opportunities (and risks) start to emerge.

The key for investors right now?

Stay disciplined. Stay diversified. And don’t let short-term noise dictate long-term decisions.
Moments like this test confidence, but they also highlight the value of a clear strategy.

If you’re unsure how current market conditions might affect your plans, it’s worth taking a step back and sense-checking your approach.

Check out our latest blog here: https://www.ntmfs.co.uk/energy-shock-tests-market-confidence-what-investors-should-do-now

Contact NTM today for the right advice.
029 2076 6400
[email protected]

https://www.ntmfs.co.uk/

Address

Llanishen
CF145GH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 8am - 4pm

Telephone

+442920766400

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