Compass West Financial Planners

Independent Financial Adviser  Compass West Financial Planners, Molyneux Associates, Plymouth, Devon, PL6 8LU
First meeting at adviser's own cost
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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Payment protection insurance
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Small business
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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
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Bernard Reeby
Financial Planner

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

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.

Where to find us
Head office address: Compass West Financial Planners, Molyneux Associates, Envoy House, 61 Longbridge Road, Sutton Harbour, Plymouth, Devon, PL6 8LU
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    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.

Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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