About the Business

The majority of people need financial advice, not to be sold a product. Unfortunately much of the industry is based around sales, thus truly independent advice is not always easy to find. We offer totally independent advice, and charge fees for the services we offer. We are happy to arrange products for clients where they are needed and have a set fee scale for these. All initial commissions are then rebated back to the client, allowing them to benefit from special terms.

Advisers are qualified to an advanced level and have specialist advanced level qualifications and experience in dealing with post retirement issues, including the funding of long term care, inheritance tax planning and investment including pensions.

Location & Hours

92 Cadewell Lane

Torquay, TQ2 7HP
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