Ivel Financial Planning

Independent Financial Adviser 2 Blackrod Cottages, Compton Durville, South Petherton, Somerset, Somerset, TA13 5EX
FCA verified
15th October 2018
We can advise you on
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • 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
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
David Woan
Independent Financial Adviser
Where to find us

2 Blackrod Cottages, Compton Durville, South Petherton, Somerset, Somerset, TA13 5EX

About us

David has been working in the financial services industry since 1987, and has experience of all areas of financial planning. Initial meetings are free of charge. Work undertaken on instructions are paid for on a fee basis. If a financial product is taken up as a result of advice given, any commission received will offset any fee(s) you may have had to pay.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)

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