Business Details
Independent Financial Advisers in Ivybridge
Manning & Co and Company has been delivering trustworthy, impartial financial advice for over 30 years. Based in Ivybridge, Devon, we serve clients across Plymouth, South Devon, and the UK. Our independence from financial institutions ensures clients receive tailored guidance on mortgages, pensions, equity release, and investment strategies. With a team of Chartered Financial Planners and specialists, we prioritise long-term client relationships, offering life planning approaches that align financial solutions with personal goals.Our commitment to accessibility ensures all clients receive equal attention, regardless of wealth. Recognised in The Parliamentary Review and the Equity Release Council, we combine local expertise with national reach to address both individual and business financial needs.
Services
Mortgages
Pensions
Equity Release
Protection Insurance
Business Services
Retirement Planning
Investments
Life Planning
Will Writing
Charity Trustee Support
Highlights and features
- We have over 30 years of experience in independent financial advice.
- Our team includes Chartered Financial Planners and Pension Transfer Specialists.
- We offer impartial advice across the whole of the market.
- Client retention rates reflect our commitment to long-term relationships.
- We provide tailored solutions for both individual and business financial needs.
Associations and certifications
- Equity Release Council
What people say
Extremely professional
Positive about my pension
Personalised service
Long-term relationships
Trustworthy guidance
Services
Mortgage Advice
We provide independent mortgage advice tailored to first-time buyers, portfolio landlords, and everyone in between. Our advisers search the whole market to find competitive rates and suitable solutions, ensuring clients understand all options. With expertise in complex cases, we guide clients through the entire process from application to completion.
Equity Release
Our equity release specialists help homeowners access funds tied to their property while maintaining financial security. We explain lifetime mortgages and home reversion plans, ensuring clients understand implications for inheritance and benefits. We prioritise solutions that align with long-term care needs and retirement goals.
Retirement Planning
We create retirement strategies that combine pensions, investments, and tax-efficient savings. Our advisers assess risk tolerance, income needs, and lifestyle goals to build sustainable withdrawal plans. We specialise in pension transfers, annuity reviews, and tax-efficient retirement income structuring.
Protection Insurance
We design protection policies covering life insurance, critical illness, and income replacement. Our advisers assess individual needs to recommend appropriate coverage levels, ensuring policies align with family responsibilities and business obligations while remaining cost-effective.
Business Services
We advise businesses on employee benefits, succession planning, and owner financial strategies. Our services include workplace pensions, executive protection, and business asset structuring. We help company directors navigate tax-efficient remuneration and long-term organisational financial health.
People
Paul Northmore
Managing Director
Paul has been with Manning & Co and Company since 1993, serving as Managing Director since 2010. He specialises in life planning approaches to financial advice and maintains long-term client relationships. He also acts as Trustee for two local charities.
Lisa Julian
Director & Chartered Financial Planner
Lisa joined in 2004 and became a Director in 2018. As a Chartered Financial Planner and Pension Transfer Specialist, she offers comprehensive advice while being a Fellow of the Personal Finance Society and member of the Chartered Insurance Institute.
Mike LeGassick
Director & Lifestyle Financial Planner
With 30 years of experience, Mike focuses on financial life planning to help clients achieve desired lifestyles. A Plymouth native, he has written 'Your Money and Your Life' and specialises in holistic financial solutions.
Patrick Goddard
Director & Independent Financial Adviser
Patrick has worked in financial services since the 1980s, joining Manning & Co and Company in 2010. He specialises in equity release and protection, offering tailored solutions drawn from decades of industry experience across varied client needs.
Nick Tandy
Independent Financial Adviser
Nick has built a diverse client base over 20+ years in financial advice. Joining in 2017, he combines expertise in mortgages, pensions, and investments with a client-centred approach that prioritises long-term financial security and goal achievement.
Questions
What financial services do you offer?
We provide mortgages, pensions, equity release, protection insurance, retirement planning, and business financial advice.
Are you independent financial advisers?
Yes, we are completely independent and offer products from across the entire market.
Do you work with clients outside Devon?
Yes, while based in Ivybridge, we serve clients throughout the UK.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners, Pension Transfer Specialists, and Certified Protection Advisers.
How do you tailor financial advice to individual needs?
We use life planning approaches to align financial solutions with your personal goals and circumstances.
Reviews (7)
Victoria Howard
Aug 12, 2021
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Outstanding! Always open to the unusual, professional, empathetic, knowledgeable, super supportive, hardworking and diligent. I cannot praise the team and their commitment enough!
Samantha Easton
Mar 12, 2021
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I recently dealt with Paul Northmore from Manning & Co regarding my pension planning. I found him to be extremely professional and helpful. He has enabled me to feel positive about my pension due to explaining how it will work for me! Nothing seemed to be too much trouble. I would recommend using Manning & Co for all of your financial needs hence my 5* rating.
Lisa Heydon
Jan 07, 2021
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I have used Lisa Julian, Manning and Co, Ivybridge, to assist with a final salary pension. Lisa made the whole process stress-free. Her information was clear and concise, which made my decisions very easy. Lisa has also found me a mortgage, with excellent interest rates and most recently life insurance, both of which are with reputable companies. Lisa is always on hand to answer any queries, and her customer service goes above and beyond, it's excellent.
Paul Easton
Nov 16, 2020
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Myself and my wife contacted Manning and Co to look at our financial situation. We had an appointment with Paul Northmore who visited us at our home and explained how we could make our money work harder for us. This appointment was extremely productive and Paul put us at ease and explained everything to us in a way we understood. We are always kept up to date with regards to our investments and are very happy with the service we received initially and also the after service we still receive.
Colin Hunkin
Jun 20, 2019
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Poor service waited over six months no help at all. if you want financial help find someone else never use this company
Samantha Thom
May 04, 2019
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My family have been dealing with Manning and Company for years, excellent service. The advisers are very professional and knowledgeable and I would recommend to anyone who wants financial advice.
Angela Neil
Jan 19, 2019
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I found our appointment with Mike to be extremely helpful. He guided us in considering our options, reviewing our position and making decisions about the way forward. His knowledge and experience were invaluable in helping us understand certain matters and thanks to his time, effort and professional guidance, we have been able to put future plans in place which suit our finances and our lifestyle. We were enormously grateful to be given his time and advice at no cost. This was extremely generous. We will most certainly use Manning & Co again and highly recommend their services. Thank you.
