Lower Bowdens Farm, Bowdens Lane, Shillingford, Devon, Tiverton, EX16 9BUMake an enquiry
We have 30+ years of experience in providing our clients with a top class, personalised service, helping them to plan their financial futures.
We are a family business, with our two Directors and advisers being Mike Rice and our female adviser Sarah Ross.
We are committed to providing a personal, approachable, comprehensive financial planning service to help you to identify and realise your goals.
As a client, you will have your own personal adviser who will be your main ongoing point of contact, ensuring you receive a consistent service from someone who understands you and your circumstances.
We use our technical expertise and experience, to work in partnership with you to construct a clear strategy which can adapt as your needs change.
We use the latest technology, systems and investment solutions, to maximise efficiency and functionality, enabling us to deliver high quality service with real value for money.
We always try to be approachable, to ensure you are comfortable to contact us as and when necessary to discuss any questions/concerns/changes in circumstances that arise in the course of life or business.
We provide independent financial advice, travelling to see clients at home/work, throughout the South West. Specific areas we advise on include lifetime financial plans, investments, pensions (registered pension specialists), protection, long term care (registered long term care specialists), estate planning, and tax planning, among others.
We care passionately about always acting in your best interests, and helping you to achieve your aspirations. We believe the key to success is to define your goals, and create a clear, easy to understand plan to achieve them. We explain everything in ‘plain English’ and thrive on long term relationships built on trust.
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