About the Business
Our firm specialise in the area of "later life" financial planning. For example, we offer advice on how to preserve your assets for the next generation and how to put your affairs in order. We are based in Torquay, Devon and the director of the firm is Dom Browning. Our typical client is either building or has built a capital lump in a combination of investments and/or pensions. They normally want to ensure their money is working hard for them, without taking unduly high risks. They normally want to ensure they have sufficient capital at retirement, sufficient income in retirement and they want to make sure they do not run out of money.
Further to this, they want to ensure that they have plans in place to protect their hard earned savings from central and local government, thus leaving more to their children and grandchildren. They also want to ensure that in the event of losing their mental capacity, their families rather than the State make decisions about their finances.
Location & Hours
Morar, Brooklands Road
