About Informed Choice (South West) Limited

We are Chartered Financial Planners and we have been providing clients with professional and logical solutions on a wide range of financial planning needs for over 30 years. We pride ourselves on our friendly and long term relationships with clients and on our ability to communicate in plain English. Our charges are competitive and fair and are always agreed at the outset. The first meeting is always free of charge and without obligation.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children

  • Business:
  • Group protection

  • :
  • Long term care

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