by
Joe Passmore
| Jul 7, 2020
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.
Membership Level: Standard Membership
Categories: Financial Advising, Business Consultant, Insurance, Investing, Mortgage advisors
by
Rob
| Feb 13, 2020
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.
Membership Level: Standard Membership
Categories: Accountants, Financial Advising, Insurance, Investing, Mortgage advisors, Tax Services
by
Rob
| Feb 13, 2020
Our Bideford office, in the South of England, has a
successful history based on working tirelessly for our
Clients.
Established for over 5 years, our expert team of trusted
advisors will strive to achieve the optimum Insurance
Broking and Risk Management programmes.
We provide a full range of commercial insurance services,
specialist trades and Health & Employee Benefits
solutions.
We work with all the major UK insurers, as well as
specialist markets and Lloyds of London. Our national
stature allows us to achieve the best cover we can arrange
for the risk, whilst providing a local service, in the
heart of the community.
Membership Level: Standard Membership
Categories: Insurance
