Independent Financial Advice – Barnstaple, North Devon
As a Professional Independent Financial Adviser based in Barnstaple North Devon, I specialise in providing financial advice to clients on a wide range of financial matters. My aim is to work with you to identify financial solutions that best match your needs. I am confident that the attention I give to you adds value and peace of mind. Although I am based in Barnstaple Devon I have clients in many parts of the UK.
My services range from complete holistic lifetime financial planning, down to a single piece of advice. You may have a lump sum to invest, or have an existing investment portfolio which you have not had reviewed for a while, you may be about to retire and require pension and retirement options or you may have a young family and require family protection. All these areas I aim to help you with. I also provide ongoing service propositions that are designed to help you achieve both your current and future goals.
My knowledge and experience is enhanced by sophisticated research and planning tools which enables me to design a personal financial plan to suit your individual circumstances, as well as choose from thousands of financial products available. I welcome any feedback or comments you have.