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.
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
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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