Westcountry IFP Limited

Independent Financial Adviser  61 Furzehatt Road, Plymouth, PL9 8QY
First meeting at adviser's own cost
I help my clients grow & protect their wealth, plan for retirement and structure their estates in the most tax efficient way. My advice is carefully composed and bespoke. I put my clients at the centre of everything I do.
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 & 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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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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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 private medical insurance
Response rating
10/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr James Hosking BSc DipPFS
Company Director

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

We are a full service IFA firm providing bespoke advice in all areas of financial planning and wealth management.

Our services

- Investment Advice considering risk mitigation and tax efficiency.
- Retirement Advice including pension accumulation & transfers together with options for drawing benefits.
- Estate Planning including the use of trusts to mitigate exposure to Inheritance Tax and ensure wealth is passed into the correct hands.

Where to find us
Head office address: 61 Furzehatt Road, Plymstock, Plymouth, PL9 8QY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£151,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Westcountry IFP Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA).
Firm Reference Number: 487395. This can be verified by visiting The Financial Services Register.

Response rating
10/10
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FCA authorised
Last authorised 8th August 2022

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