Financial advisors near EX19

Andy Hawkins at 2Plan Wealth Management

 Okehampton Hamlets Okehampton EX20

The importance of financial planning gives us all a chance to plan our futures in the knowledge that we will have a prosperous retirement.I believe in offering exceptional value to my clients through reduced investment charges and great service. I believe strongly that financial planning should be accessible to all at a fair cost, to work with people of all ages for a brighter future. Whether this is building towards retirement, understanding what you can spend at retirement or how to pass on we...

Andy Clarke at Carter Dawes

 Barnstaple EX31

Firmly believing in the power of bespoke financial planning, we all share a desire to help our clients make the most of their money and enable them to make those important decisions in life with confidence. As an Independent Financial Adviser with Carter Dawes, I now help individuals and businesses with their financial planning, focusing on pensions, investments, private medical insurance and protection. I also work very closely with a local estate planning practitioner and mortgage adviser, whi...

Curtis Netherway at Continuum

 Barnstaple EX31

Retirement planning expert, offering truly independent financial advice, through his friendly and professional service. I offer a modern financial planning service to guide you through a lifetime of financial planning and the complexities that this brings, at different stages of life. I enjoy building long lasting relationships with clients, all over the South West region.Curtis previously worked for 15 years at NatWest Bank, looking after their client financial needs, focusing on customer servi...