Concise Wealth Management Ltd

Independent Financial Adviser 60 Torquay Road, Paignton, Devon, TQ3 3AA
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th June 2019
Independent Financial Advice at our high street office in Paignton town or the comfort of your own home
We can advise you on
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Louise Worden RegDipFP
Managing Director
Where to find us

60 Torquay Road, Paignton, Devon, TQ3 3AA

Make an enquiry
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.

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

Please contact us to discuss your area's of interest.

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