South Devon Financial Planning

Independent Financial Adviser  1 The Gatehouse, Kingsbridge, TQ7 1RD
First meeting at adviser's own cost
Bringing your money and your life together. Plan your future and achieve your goals with a Chartered Financial Planner.
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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Socially responsible investments
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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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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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EEA
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Rest of world
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Corporate pension
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Employee benefits
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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 risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr Charlie Brown
What our clients say
Charlie has worked with my wife and I for over 10 years and has been very helpful in guiding us in terms of our financial planning and preparing effectively for our future retirement. We would recommend his services
Philip Atherton, Devon
Excellent advise given, easy to understand with no finance jargon to contend with.
Pip Homewood, Devon
Charlie has been my financial advisor for many years now (more than I care to think about!). He has always been extremely professional and gives me the information I need to help me to make my mind up. His advice has always been relevant to my situation. I would have no hesitation in recommending him. He's a nice guy too!
Sue Duncan, Devon
We have used South Devon Financial Planning for a number of years. Our investments have grown well in that time and with the criteria that we asked for. We have never felt pressured to invest in a way that we were unhappy about.
Chris Easton, Devon
About us

Our aim is to help you reach your goals with the help of a comprehensive financial plan that blends financial and lifestyle success.
Lifestyle financial planning is not about selling you financial products or investments that you don’t really understand. It is about identifying what you want from life and positioning your finances to help you achieve it.
Bringing your Money and Life together.

Our services

There are six core values at the heart of South Devon Financial Planning.

INTEGRITY

We do the right thing. We are committed to our values and to working in your best interests.

DEPENDABILITY

We are always there when you need us. We’re here for the journey, through thick and thin.

CLARITY

We will present your options in plain English and without confusing, unnecessary jargon.

COMPREHENSIVE ADVICE

We look for solutions that provide you with the greatest possible benefit across all the areas of your life.

EXCEPTIONAL SERVICE

As a Chartered Financial Planner and Fellow of the PFS, Charlie is committed to exceptional service and care.

BEING IN IT FOR THE LONG-TERM

We’re here for the journey, choosing to work with clients who see the value in a long-term relationship.

Where to find us
Head office address: 1 The Gatehouse, Embankment Road, Kingsbridge, TQ7 1RD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
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
Response rating
10/10
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FCA authorised
Last authorised 15th August 2022

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