Eclipse Solutions has its office in Barnstaple, although our clients come from across Devon and beyond. Our team of financial advisors are well experienced and have earned a reputation for offeringboth a friendly face and advice that can be relied upon.
Pete has worked in the financial services sector since 1996, in roles with a major Life Assurance company, local Independent Financial Adviser and within the financial services team of a local firm ofEstate Agents. Outside of work his interests include most forms of sport, where he currently plays in the Premiership of the Devon Squash Leagues, as well as keeping fit and sport on a social level including tennis, golf, and weekend cycling with the family!
Although we specialise in financial planning for persons 50 plus, advising on and arranging investment for income and / or capital growth, inheritance tax planning, options at retirement and equityrelease we also serve younger clients, advising on retirement planning, mortgages and family protection, such as life assurance, critical illness and income protection.
With increasingly complex and unpredictable financial markets and longer life expectancies, working with a financial planner is more important than ever. With such an overwhelming number of options,one of the most important decisions you can make is to seek the advice of a trusted, qualified adviser.
Selecting the right financial adviser to look after your investments is one of the most important financial decisions you'll ever make. At Paul Hipkiss Independent Financial Advisers our focus is onyour individual needs and plans for the future. We'll take the time to work with you to, one to one, to arrange plans and investments that are specific to you and your requirements.
We never lose sight of the fact that, we must at all times deliver financial planning strategies that fulfil your requirements, by making complex things simple using our 'Life-plan on a page' concept.This ethic has helped us to retain a high degree of loyalty from our clients and other professionals with whom we work alongside.
We are a totally independent firm of financial planners and advisers which means that we will research the whole of the market for the most appropriate service or product for you, the client. ThePartnership was established in 2005 by two highly qualified individuals and with many years industry experience between them. In 2008 the firm incorporated into a Limited Company with Gary & Peter remaining the principal Directors.
Rumwell Financial Services offers more than just an insurance policy and a pension plan purchase; we are committed to being here for the long haul as trusted advisors who you can confidently turn tofor sound, honest financial advice. Rumwell Financial Services Ltd is an appointed representative of Intrinsic Mortgage Planning Limited and of Intrinsic Financial Planning Limited, who are authorised and regulated by the Financial Conduct Authority.
We provide financial advice across a range of financial issues, from arranging Life Assurance to researching the best mortgage, pension or investments. We place a great deal of emphasis on investmentresearch and ongoing reviews as these can have such a big effect on the returns on pensions, investments and savings. Take your time and when you are ready, get in touch via the routes shown in Contact us. From April 2015, your options at retirement changed.
I had the pleasure of a financial review with Julian who not only reduced the mortgage payments but increased the coverage on the life policy and unpicked the mortgage market for me, managed theapplication and kept me informed throughout the entire process, which was completed on time, as explained and with minimal fuss. I would not hesitate to recommend both him and the organisation. 5 star rated.