Rhonda Newman APFS | Perspective

Office:

Cardiff

Rhonda is an experienced financial advisor with over 27 years in the Financial Services industry.

She joined Perspective in March 2023 following the acquisition of her previous company, where she had been a director and part of the business since 2005.

She holds the CII Advanced Diploma and Chartered status, along with the Long Term Care qualification. Rhonda supports clients across a wide range of financial planning needs, bringing a strong technical foundation alongside a highly personal approach.

Rhonda’s approach is built on trust, empathy and seeing the bigger picture. She treats every client as she would family or close friends, taking time to understand their lives, experiences and concerns beyond the numbers. She especially enjoys guiding clients from uncertainty to clarity, simplifying complex jargon and reassuring those who feel worried or overwhelmed so they can move forward with confidence.

Check out Rhonda’s VouchedFor profile here.

How do you like to spend your time outside of work?

I am a mum and although my sons are all grown up, they still need me from time to time. I have a French Bulldog called Cooper and we love discovering new walks that include a pub stop. I enjoy reading fiction, going to the gym with friends and treating myself to the occasional spa day.

What’s an interesting fact about you?

I am a closet NFL supporter, with my favourite teams being the Kanas City Chiefs and Buffalo Bills.

What is one thing on your bucket list?

I want to complete a tour of West Coast America someday.