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  11. Westcountry IFP Limited

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 tax efficiently. 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
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Response rating
9.3/10
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FCA authorised
Last authorised 16th May 2022
About us

I have enjoyed a 15 year career in Corporate and Private Banking helping business and private individuals plan for the future.
I love the job that I do and feel passionate about helping my clients and their families secure their financial ambitions.

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.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.3/10
phone Show number
check
FCA authorised
Last authorised 16th May 2022

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