We are Independent Financial Advisers with a long history of providing financial advice to the people of Devon.
We work with people who are:
• Planning for their retirement
• Wanting to finish work now
• Already retired
Only working with these groups means we have an in-depth knowledge of their financial issues, problems and challenges. As well as the potential solutions.
For most people, a successful retirement means having a financial plan and someone you can work with to make the big decisions, such as:
“Do I have enough money to retire yet?”
“What level of income do I need in retirement?”
“Can I afford to retire early?”
“What’s the best way of turning my pension in to an income?”
“How can Pension Freedoms help me?”
“How much will the State Pension give me?”
“How can I leave my pension to my loved ones when I die?”
“Should I keep, or transfer, my Final Salary pension?”
We can answer these questions, and more, as part of a comprehensive financial plan to give you a secure retirement.
We offer face to face advice, either from our office in Ottery St Mary, your home or another location convenient to you.
There’s one thing we do better than anything else:
A successful retirement means having a plan; starting with understanding what you want to achieve and then arranging your finances accordingly.
That’s what we do.
But all plans can be thrown off course by events, changes to your circumstances and other headwinds. So, we’ll update your plan regularly, to make sure you stay on track for a financially secure retirement.
62 Mill Street, Devon, Ottery St. Mary, EX11 1AF
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