East Devon Associates Ltd
13th August 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
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Mortgages
- Equity release
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Tax & trust planning
- Estate planning
- Taxation planning
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Business
- Corporate pension
- Group pensions
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Financial planning
- Wealth management
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Life insurance
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Meet our advisers
Andrew John Doble CERTPFS,CERTS CII (MP & ER)
Director
Qualifications & Accreditations
HR1 - Home Reversion Plans (CII)
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
CF7 - Certificate in Lifetime Mortgages Activities (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
Martin Warren CERT CII (LIFE & PENSIONS)
Director
Qualifications & Accreditations
J06 - Investment Principles, Markets and Environment (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
HR1 - Home Reversion Plans (CII)
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
CF7 - Certificate in Lifetime Mortgages Activities (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
Graham Salter CERT CII (LIFE & PENSIONS)
Principal
Qualifications & Accreditations
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
HR1 - Home Reversion Plans (CII)
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
CF7 - Certificate in Lifetime Mortgages Activities (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
Where to find 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.
Similar advisers near you
We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
Helping the over 50s in Devon retire successfully. A Fee only, Chartered & Certified Financial Planner in Devon.
To help my clients understand their financial situation, protect what they already have and increase the value of their assets.
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