Personal Asset Management

Independent Financial Adviser  3 Fore Street, Newton Abbot, Devon, TQ12 5HT
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FCA authorised
Last authorised 29th March 2021
“We offer easy to understand, whole of market advice on Pensions, Investments, Inheritance Tax and Mortgages.”
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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SIPPs
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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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Mortgage protection
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Next home / Remortgaging
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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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Unit trusts
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Lump sum
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life 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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Long term care
Meet our advisers
MR Ian Pennicott APFS Chartered Financial Planner APFS
Chartered Financial Planner
Mr Oliver Pennicott DipPFS Cert CII (MP&ER)
Independent Financial Advisor
About us

We are a local family run business of Independent Financial Advisors, including a Chartered Financial Planner with over 40 years’ experience.

Working closely with our clients to understand and prioritise their financial goals we offer solutions that can address their concerns such as the provision of income in retirement, capital growth to fund potential long term care costs, passing family wealth down the generations in the most tax efficient way or buying your dream home.

As Independent Financial Advisors we are able to search the whole market for the most suitable investment, pension solution or most appropriate mortgage available.

For our investment and pension clients we offer an ongoing service which provides annual reviews, half-yearly investment reports, quarterly valuations and monthly investment commentary. By providing this ongoing service we establish a long-term relationship with our clients which is crucial when arranging long term financial planning.

Our services

We offer easy to understand advice either via the phone, video link or in person. Our clients tell us that we take any confusion or worry out of their situation by taking our time to explore their financial goals and preferences and provide solutions specific to their needs

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

3 Fore Street, Kingskerswell, Newton Abbot, Devon, TQ12 5HT

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RETIREMENT PLANNING IS EVERYTHING; INHERITANCE TAX PLANNING IS EVERYTHING ELSE