We are a Financial Planning Advisory firm who serve Higher Clovelly and the greater North Devon and Barnstaple area. We are specialist advisers concentrating on the areas of Life Assurance (Life Insurance), Pensions and Annuities, Savings and Investments and also Mortgages. By concentrating our time in these areas we are able to regularly monitor the financial planning market and deconstruct and analyse all the products that are introduced to it by financial houses. As an unbiased and independent entity we are fortunately placed to then concentrate only on the needs and long term requirements of our clients.
By getting to know your needs in terms of budget and flexibility we can recommend the best financial products for you. The market has literally thousands of products available and its our job to know the intricacies of these products and all their pro’s and con’s. We have over 20 years experience as Financial Planners, through this experience we have attained an unrivaled level of knowledge and skill in tailoring services to meet the requirements of our clients whilst at the same time giving them the best rate of return with the best tax implications. We offer a wide range of services dealing with:
Savings and Investments
Contact us today to see how we can help you with your financial needs.