We are an independent family business with over 20years experience. We offer financial and investment planning advice to private individuals who are, or aspire to be, financially independent. We also advise on Trusts, Equity Release and Long Term Care Planning both prior to need at the point of incurring these fees. We provide fee based, impartial and high quality financial planning and investment services. We work on a transparent, fee basis without the conflicts of interest that can occur where advice is paid for by way of commission.
Independent advice is supported by dedicated investment research and efficient administration.
Whether you require advice for the first time or are an experienced investor, we can tailor our services to suit your needs. We recommend an initial meeting to find out more about what you are looking to achieve and we will tell you more about how we may be able to help and which level of service may be most appropriate. This meeting will last up to an hour, is free of charge and is completely without any obligation.
Sunstone, Coach Drive, Bideford, Devon, EX39 5JH
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