We are local and independent financial planners, serving clients across West Devon and North Cornwall.
There are certain stages in your life when financial planning is especially valuable. Effective, independent financial advice can provide you with the security and peace of mind to enjoy your life now whilst planning for the future.
We have great experience in helping people who are:
Our clients come from all walks of life, and some have worked with us for many years. What they all have in common is a desire to take control of their finances so that they can enjoy life now whilst planning for the future. Here is a selection of clients who are typical of the people we work with.
We’re a small, dedicated team which includes a Chartered Financial Planner.
We’re focused on meeting the financial planning needs of clients in West Devon and North Cornwall.
Having sought your financial services some years ago, I have always found your advice to be sound and the clarity with which you have explained my questions reassuring. I would like to take this opportunity to thank you for all you have done for me over the years and going forward.
During the years we have been with Kevin we have found you to be very accommodating. Any queries we have had have always been dealt with immediately, efficiently and sympathetically. We have no hesitation in continuing our relationship with you.
Kevin, I want to thank you so much for being ready to help me all of the time, especially when caring for my late husband and the time after his passing. I just want you to know how much you are appreciated.
Thank you so much, Kevin, for all your support and advice over the years. I wouldn’t be where I am today if it wasn’t for you.
We now know that we’re receiving proactive advice and that we have an expert keeping an eye on our finances.
We like to keep our clients and other professional advisers up to date with regular hints, tips and ideas for managing your finances. If you would like to receive these articles straight into your inbox, please sign-up to our free newsletter.
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