East Devon Associates Ltd

Independent Financial Adviser 98-100 High Street, Sidmouth, Devon, EX10 8EF
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
We provide Specialist Investment and Retirement advice for individuals, charities and trustees. Tailored solutions to meet your goals and aspirations.
We can advise you on
    • Equity release
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Estate planning
    • Taxation planning
    • Corporate pension
    • Group pensions
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
Andrew John Doble CERTPFS,CERTS CII (MP & ER)
Director
adviser-person
Martin Warren CERT CII (LIFE & PENSIONS)
Director
adviser-person
Graham Salter CERT CII (LIFE & PENSIONS)
Principal
Where to find us

98-100 High Street, Sidmouth, Devon, EX10 8EF

Contact us
About us

Established in 2003 East Devon Associates is a well-established, privately owned business with offices in the beautiful, costal town of Sidmouth.
East Devon Associates has been a proud member of the Devon County Council ‘Buy With Confidence Scheme’ since its inception in 2004 and adhere to its code of practice.
The practice is very happy to offer general financial advice and are pleased to offer all new clients a free no obligation initial consultation.

As part of our advice process we will ascertain your attitude to investment risk and identify the most tax efficient method of investing, to maximise returns. Our links with the very best fund managers will ensure that we create a portfolio tailored to your individual needs.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 0.09 mi
We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
 
Independent Financial Adviser 4.2 mi
We are Chartered, Certified Financial Planners; providing independent financial advice that enables people across Devon to enjoy a successful retirement.
 
Independent Financial Adviser 7.53 mi
To help my clients understand their financial situation, protect what they already have and increase the value of their assets.
 
Independent Financial Adviser 8.2 mi
Please contact us to discuss any element of your financial plan