Curtis Netherway Financial Services Ltd

Independent Financial Adviser 23 Youings Drive, Pilton, Barnstaple, Devon, EX31 1QL
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
2nd December 2019
Retirement planning expert, offering truly independent financial advice, as a pension transfer specialist, through his friendly and professional service.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Curtis Netherway
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Curtis has led us easily through what we have always thought of as the 'minefield' of pensions and investments and offered invaluable advice on products we would otherwise have been unaware of.
AG & PJ, Mid Devon
Curtis has been an exemplary financial advisor for us over the last few years achieving outstanding growth for us on the investments we have made across a diverse portfolio. Curtis has outstanding knowledge across a broad span of markets and products and we would highly recommend him
CW & RW, Barnstaple
Where to find us

23 Youings Drive, Pilton, Barnstaple, Devon, EX31 1QL

Make an enquiry
About us

Curtis Netherway Financial Services is an independent financial advice company.

Curtis previously worked for 15 years at NatWest Bank, 10 years of which as a financial adviser. Before being made redundant from the bank, his priorities during this career focused on customer service and developing his knowledge, which saw Curtis achieve the prestigious Advanced Diploma with the Chartered Insurance Institute (CII) in 2016 and becoming a Chartered Financial Planner.

Curtis believes in placing his clients at the centre of everything he does and this is achieved by providing an exceptional service and building professional relationships based on trust. He is now providing truly independent financial advice from the whole of market, on a bespoke, individual basis, rather than being restricted with his advice and solutions compared to previous roles.

As a Chartered Financial Planner, he specialises in investment wealth management, inheritance tax planning, retirement solutions and protection provisions for clients and their families.

As a Pension Transfer Specialist, the need for advice has never been so important, especially on an independent basis.

'The Financial Conduct Authority do not regulate Inheritance Tax Planning'.

Our services

As a Chartered Financial Planner and Pension Transfer Specialist, I can truly make a difference to my client's financial futures by offering a bespoke and personal service, with recommendations on an independent basis.

The need for advice is required at different stages of life, but with the introduction of pension freedom, professional advice is required more than ever in this crucial financial planning need area - an area I specialise in.

This can all sound complex and confusing but my role is to make things easier, simpler, with no jargon or technical terms involved.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Curtis Netherway Financial Services Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA).
Firm reference number 487395.
Vision House, Unit 6A Falmouth Business Park, Falmouth, Cornwall, TR11 4SZ.

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