It's About Money Financial Services Limited

Independent Financial Adviser Badgers Drift, West Down, Devon, Ilfracombe, EX34 8NH
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
Independent Financial Advice from an experienced and highly qualified adviser with minimal use of jargon.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Equity release
    • Residential
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
John Barnett B.Sc (Hons), FPFS
Independent Financial Adviser
Accreditations
Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
What our clients say
John is courteous, helpful, professional, and above all, extremely competent. He has always given clear and easily understandable advice, and has (over the course of 4+ years) improved my financial situation immeasurably. I cannot recommend him highly enough.
Richard Minter, South West
Where to find us

Badgers Drift, West Down, Devon, Ilfracombe, EX34 8NH

Contact us
About us

We offer Independent Financial Advice to clients in the Barnstaple area based on their circumstances and objectives. We are fully independent and not linked to any bank, insurance company or investment house.
We provide financial planning services to help client's protect their wealth and health and to move towards the achievements of their goals.
We also provide employee benefits arrangements for employers.
Our advice services can be paid for either directly via invoice, or the fee can be taken from the fund as a provider facilitated charge. An initial meeting is at our expense and without obligation.

Our services

We provide clear projections for your pensions and investments, and clarify your pension income options at retirement.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000
Compliance

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

There are other providers of Payment Protection Insurance [Short-Term Income Protection] and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website www.moneyadviceservice. org.uk

Tax and trust planning and auto enrolment are not regulated by the Financial Conduct Authority.

It's About Money Financial Services Limited is Appointed Representative of Intrinsic Mortgage Planning Ltd and Intrinsic Wealth Ltd which are authorised and regulated by the Financial Conduct Authority.

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