South Devon Financial Planning ~ Chartered Financial Planner Kingsbridge TQ7 1RD
About the Business
Welcome to South Devon Financial Planning, a premier Chartered Financial Planner located at 1 The Gatehouse, Embankment Road, Kingsbridge TQ7 1RD, United Kingdom. Our institution is focused on providing top-notch financial advice and solutions to our clients. We have a team of experienced and qualified financial planners who are ready to help you achieve your financial goals.
At South Devon Financial Planning, we understand that everyone has unique financial needs and goals. That's why we offer tailor-made solutions to meet your specific needs. We help our clients in areas such as investment planning, retirement planning, tax planning, estate planning, and much more.
Our team of financial planners has extensive experience and knowledge in the financial industry. We work with our clients closely to help them make informed decisions that will positively impact their financial future. We use a collaborative approach that focuses on understanding our clients' goals, priorities, and risk appetite to develop a personalized financial plan that works for them.
At South Devon Financial Planning, we pride ourselves on being a point of interest for our clients. We offer a comprehensive range of financial services that are aimed at helping our clients reach their financial goals. Our aim is to provide exceptional customer service, professionalism, and integrity, and we have built our reputation on these values.
Our establishment is designed to provide a comfortable and welcoming environment in which to discuss your financial affairs. We are committed to providing transparent and clear financial advice, ensuring that our clients have all the information they need to make informed decisions.
In conclusion, South Devon Financial Planning is a Chartered Financial Planner that offers exceptional financial services to our clients. We are dedicated to helping our clients achieve their financial goals by providing tailor-made solutions, exceptional customer service, and transparent advice. Visit us today to learn more about how we can help you achieve your financial goals.
Photos
Location & Phone number
1 The Gatehouse, Embankment Road, Kingsbridge TQ7 1RD, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 13:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Charlie Brown has been our Financial Advisor for a number of years. He has always been very honest and understanding, and we have been delighted with the service he has given us."
"With the uncertainty of the current economic climate I was delighted to find Charlie with his experience and expertise to advise me on my finances and the best options available at this time. He is welcoming, professional and explains things clearly without the jargon! Always available and a pleasure to talk to, updating you with regular news and relevant tips to keep you fully informed. The forecast charts he produces are really helpful and I am now feeling more at ease with my finances and what the future holds after meeting up with Charlie."
"Charlie provides an outstanding service. He took the time to clearly explain and reassure us and was on-hand to walk us through even the most complex financial products. I would throughly recommend Charlie and his team at South Devon Financial Planning and will definitely continue working with them for the foreseeable future."
"Charlie has been advising me on retirement planning and also since retirement, for the past five years. He provides a very clear and friendly service. In person annual update, only missing once during lockdown when zoom meeting had to suffice. He has given me full confidence in his knowledge and full reassurance to know my pension savings are safe, and invested well in accordance to my cautionary outlook. I have no qualms about giving a 5 star, well earned review."
"Charlie has been my financial advisor for many years, he has always offered a friendly and professional service. His advice and guidance has proved invaluable, in building up an excellent pension portfolio. I have had no hesitation in recommending him to family and friends, as I know they will be in safe hands with Charlie."
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