Concise Wealth Management Ltd

Independent Financial Adviser  60 Torquay Road, Paignton, Devon, TQ3 3AA
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FCA authorised
Last authorised 10th August 2020
Independent Financial Advice at our high street office in Paignton town or the comfort of your own home
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Louise Worden RegDipFP
Managing Director
About us

Our independent professional advice and services cater for all your financial needs. Our team can help you with Estate Preservation, bespoke investment planning to mortgages and protection. We provide relationship based financial advice that fulfils your financial goals for today and aspirations throughout a lifetime. Choose to hold your meeting at our new office in Paignton or in the comfort of your own home or business for your convenience.

Our services

We offer Independent Financial Advice in a professional and accessible setting in Paignton Town. In a time when banks are removing access to advisers, we welcome new and existing clients to our office, which is open Monday to Friday 9am - 5pm. In addition to this we are happy to make home visits at the most convenient time for yourself, providing weekend and evening appointments when available. With over 21 years experience between us in the industry, we are confident we are able to benefit our clients with a range of financial planning needs.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

60 Torquay Road, Paignton, Devon, TQ3 3AA

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