
Services
Plymouth
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Bernie comes from a Life Office and Banking background and now specialises in pension planning, wealth management, later life advice and estate planning. Paul is the managing director of the firm, and has over 35 years of experience in financial services. Chris has 30 years of experience in financial services and is a qualified investment adviser.
Torquay
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Our torquay branch was opened in 2017 and covers the Torbay and North Devon area. Our experienced advisers will ensure you get the correct policy for your needs at a price you can afford, usually in the comfort of your own home and at no cost to you. Kevin is a highly experienced Mortgage and Protection adviser, specialising in Equity Release.
Personal Finance
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When dealing with your money, there are two words which we hold dear, trust and responsibility. Our main aim is for you to trust us with the responsibility of managing your portfolio in the best way possible to suit your circumstances. We believe that to provide sound financial advice, the only way to achieve a truly personalised and independent assessment is to do it face to face.
Pensions
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Getting the right pension for you or your employees is always a daunting prospect. With a wealth of different options and situations to cover, good advice is always welcome. Our experienced pensions advisers can make the prospect of sorting out you pension a much smoother process, along with the knowledge that you are getting the best independent advice on pensions that cover the whole market.
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