D Scott Financial

INDEPENDENT FINANCIAL ADVISERS

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree on the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

We can give you independent advice on mortgages, investments, savings, retirement planning and protection needs. We pride ourselves on taking the time to understand your needs and tailor our advice regarding financial, investment and service solutions to match your requirements.

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Membership Level: Standard Membership

Office 4, The Barns,, Farm Rd, Caddsdown Industrial Park
Bideford, Devon EX39 3BT United Kingdom

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Cirrusli Ltd

Cirrusli is a company that provides top-notch training in cloud and digital accounting systems across the North Devon and Cornwall. We offer tailor-made, private sessions so you can learn as fast as you find manageable.

Our company is distinguished by the high level of service and support we provide to our clients, in-depth practical knowledge of the software, a wide range of business experience, and most importantly, the high calibre of our trainers.

Our staff receive accountancy training to keep them up to date with changes in VAT and taxation so that your business will be compliant from the start. Their expertise will help you perfect your records that in turn, will reduce your accountancy fees.

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Membership Level: Standard Membership

RT Marke & Co Ltd

The first choice advisors in the South West for entrepreneurial business owners looking to Make More Profit and Pay Less Tax.

Headed by an enthusiastic and highly motivated team of client-facing professionals, we are passionate about what we do and ALWAYS put our customers first.

 

If you want a business adviser who really takes an interest in you and your business, however large or small, you have come to the right place.

Services include:

* Business growth
* Tax planning and reduction
* Routine tax compliance work
* Business planning and forecasting
* Exit route planning
* Personal wealth generation

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Membership Level: Standard Membership

69 High Street,
Bideford, EX39 2AT United Kingdom

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Little Pebbles Financial Solutions

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.

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Membership Level: Standard Membership

13 Bridgeland Street,
Bideford, EX39 2QE United Kingdom

Website

Atkins Ferrie Wealth Management

AFWM Ltd was founded in January 2011 with an aim to offer the highest ethical principles and best service standards available from any Independent Financial Adviser in the UK.

We actively care for our clients by providing the most ethical, honest, professional and knowledgeable advice, thereby transforming the expectation and quality of UK financial services.

Services include:

  • Investments
  • Mortgages
  • Pensions
  • Protection
  • Estate Planning
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Membership Level: Standard Membership

Regency Estate Agents, 24 The Quay
Bideford, EX39 2EZ United Kingdom

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