Loughtons Independent Financial Advisers

Independent Financial Adviser  Town Hall House, Bovey Tracey, Devon, TQ13 9EQ
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FCA authorised
Last authorised 14th June 2021
We'll help avoid the common mistakes that people make when setting up and monitoring their financial plan.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Richard Loughton DIP PFS
Director & IFA
MR Peter Blackburn FPFS
Director & IFA
MR John Hellier DIP PFS
Director & IFA
About us

We operate with a different approach than you may have experienced from advisers in the past. Our whole process is centered around you and what is important to you.

We will help you to explore your goals in life and formulate a financial plan, so that your finances fully support those goals and we are on hand to meet you on a regular basis to ensure that you remain on track. Once a financial plan is in place it is essential to take account of changes in your plans, circumstances or views, legislation and the economic climate.

Our services

We will help you to make sense of your financial affairs, ensuring that your interests are put first. We will help you to clearly quantify your objectives and lay out a financial plan that makes sense to you. We will act as custodian's of your financial plan, ensuring that all of your arrangements are pulling in the same direction.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Town Hall House, Bovey Tracey, Devon, TQ13 9EQ

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