Haldon Financial Ltd, Chartered Financial Planners

Independent Financial Adviser Brixham Environmental Laboratory, Freshwater Quarry, Brixham, Devon, TQ5 8BA
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
We can advise you on
    • Bad credit
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • School fees planning
    • Long term care
Meet our advisers
adviser-person
Mark Coombe FPFS
Principal
Accreditations
Chartered Financial Planner
Where to find us

Brixham Environmental Laboratory, Freshwater Quarry, Brixham, Devon, TQ5 8BA

Contact us
About us

Haldon Financial Ltd offers bespoke financial planning to suit all your personal needs. The business is run by Mark Coombe who is a Chartered Financial Planner and has over 20 years financial services experience. We provide an individually tailored service encompassing all aspects of personal and corporate financial advice. We specialise in building trust and developing long term relationship with our clients. Mark is also a qualified personal tax and trust planning specialist.

Our services

We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners and only the UK’s premier financial planning firms qualify for Chartered status.
It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.
When you use a Chartered firm you are dealing with proven professionals. If you wish to know more about Haldon Financial Ltd, please do not hesitate to contact us on .

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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