Compass West Financial Planners

Independent Financial Adviser  Compass West Financial Planners, Molyneux Associates, Plymouth, PL6 8LU
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FCA authorised
Last authorised 10th January 2022
Just good old fashioned advice and guidance
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR Bernard Reeby
Financial Planner
About us

Compass West is based on 24 yrs of experience in the ever changing world of financial advice. With the added value of legal services including Wills, Lasting Powers of Attorney and Trust we can provide an holistic approach for clients.

Looking after clients in Devon, Cornwall and Somerset.

Our services

Being prepared to give our time for free when necessary, do what we say we will do and be there when needed.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Compass West Financial Planners is a trading style of Molyneux Associates which is authorised and regulated by the Financial Conduct Authority.

Compass West Financial Planners, Molyneux Associates, Envoy House, 61 Longbridge Road, Sutton Harbour, Plymouth, PL6 8LU

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