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  11. Rochford Financial Services

Rochford Financial Services

Independent Financial Adviser  4 Sparnham House, Newton Abbot, Devon, TQ13 7DU
First meeting at adviser's own cost
ALL MEETINGS CAN BE CONDUCTED OVER THE PHONE & ON LINE. WE ARE OPEN FOR BUSINESS AS USUAL.
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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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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Accident & sickness
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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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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
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Long term care
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Response rating
9.7/10
phone Show number
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Vaughan Rochford CeMAP DipFA MIFS
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Accreditations
Certified Financial Planner
What our clients say
I have known Mr Rochford on a professional level for several years. He has arranged my personal and buy to let mortgages throughout this period, providing the necessary information in an unbiased, clear and efficient manner. He is someone I trust and would not hesitate to recommend to my colleagues who required advice about pensions, financial investments or mortgages.
Graham Hambly, Bridgwater
Vaughan Rochford has been advising me on financial matters for six years. I appreciate the close and personal attention he gives to my quite modest financial affairs and to my queries, and have always been pleased with the outcomes of his advice. I have come to trust his judgement absolutely, and do not hesitate to recommend his services.
Mrs. Lewis, Devon
Rochford Financial Services helped me get affordable Mortgage Protection in the form of life assurance. As I had been a kidney donor some years ago, not all insurance companies wanted to deal with me. With the enquiries I had made initially after donating a kidney, the premiums were extremely high. Vaughan Rochford explained everything to me and thoroughly researched the market for me. He then helped me complete the forms and also suggested that i take out a policy which included a critical illness element, for which I am very grateful as I was diagnosed with bowel cancer some 18 months after taking out the policy. When I requested a claim form, Vaughan Rochford helped me complete the form, these forms can be quite daunting and I wanted to ensure it was completed correctly. He then progressed and chased the claim for me and I was delighted when the company settled the critical illness part of the policy quickly. I feel very confident with the professional service I received from Rochford Financial Services and would not hesitate to use this service again for future financial advice.
Mrs Grimes, Devon
About us

A well-established West Country business covering all of the South West.

Our services

A comprehensive understanding your financial situation is central to the advice provided. We provide a truly holistic approach ensuring that all existing arrangements are taken into account. If required we will also introduce you to other professionals such as solicitors and accountants or work with your own.

Where to find us
Head office address: 4 Sparnham House, 36 West Street, Ashburton, Newton Abbot, Devon, TQ13 7DU
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.7/10
phone Show number
check
FCA authorised
Last authorised 26th October 2020

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