Darnells Wealth Management Ltd
Independent Financial Adviser

Where to find us

Quay House Quay Road Newton Abbot TQ12 2BU

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Our advisers

Financial Planning Consu

Mark John Pile

  • G60 - Pensions (CII)
  • AFPC - Advanced Financial Planning Certificate (CII)
  • Dip PFS - Personal Finance Society Diploma (PFS)
  • MAQ - Mortgage Advice Qualification (CII)

Paraplanner

Coryse Anne Sullivan

  • G60 - Pensions (CII)
  • AFPC - Advanced Financial Planning Certificate (CII)
  • FCII - Fellow Membership (CII)
  • Dip PFS - Personal Finance Society Diploma (PFS)
  • CeMAP - Certificate in Mortgage Advice and Practice (IFS)

Senior Financial Plannin

Michael Roy Croston

  • G60 - Pensions (CII)
  • G80 - Long-Term Care, Life and Health Protection (CII)
  • G20 - Personal Investment Planning (CII)
  • AFPC - Advanced Financial Planning Certificate (CII)
  • G10 - Taxation and Trusts (CII)

Our Services

Advice areas

Investments

  • Ethical investments
  • Investing for income
  • Investment trusts
  • ISAs
  • OEICs
  • Offshore investments
  • Socially responsible investments
  • Traded endowment policies
  • Unit trusts

Pensions

  • Annuity purchase
  • Pension consolidation
  • Pension drawdown
  • Pensions & divorce
  • Pensions & retirement planning
  • Pensions review
  • Pensions transfer
  • Sipps

Savings

Tax & trust planning

  • Estate planning

Financial planning

  • Wealth management

Legal information

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