Our company was established in 2009 and is wholly owned by WBW Solicitors LLP with offices in Newton Abbot, Exeter, Bovet Tracey,Torquay, Paignton and Launceston.
We are able to draw upon a team of Chartered & Certified Financial Planners with accreditation by the Society of Later Life Advisers (Solla) and the Society of Trust & Estate Practitioners). We are backed by an experienced and well qualified support team.
We start with your objectives and we aim to give you the best possible chance of achieving them. We maintain regular on-going contact with our clients.
We are a team of Chartered Financial Planners providing specialist financial planning and advisory services to clients in later life.
We help preserve and maintain your financial security for life, in particular where health deteriorates.
We aim to ensure, you understand investment risk and help maintain the real value of your money.
We have a range of specialist qualifications and experience in this area which includes independent accreditation by SOLLA (Society of Later Life Advisors).
Albert Goodman, Mary Street House, Mary Street, Somerset, Taunton, TA1 3NW
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