About the Business
Although we specialise in financial planning for persons 50 plus, advising on and arranging investment for income and / or capital growth, inheritance tax planning, options at retirement and equity release we also serve younger clients, advising on retirement planning, mortgages and family protection, such as life assurance, critical illness and income protection. While we have clients nationwide the majority are in north and mid Devon, west Somerset and N. Ireland where we visit three to four times a year.
We pride ourselves on our friendly yet professional service and our ability to communicate with you in easy to understand jargon-free language. We have one simple aim: to provide you with a level of expertise, service and care so that our firm becomes the automatic choice for people and businesses requiring independent, impartial unbiased financial advice.
Location & Hours
19 East St
