Money Matters: Discover the Best Financial Advisers in Devon

As a family-run firm of Independent Financial Advisors with over 50 years combined experience, we provide advice on Mortgages, Equity Release, Inheritance Tax planning, Investment planning, and Retirement planning. We aim to understand and prioritise your financial goals and address your financial concerns, giving you peace of mind. We work closely with our clients to develop a long-term relationship. We are based in Kingskerswell and have clients throughout the South of England.

Tuckers Legal & Financial Services is a financial advisory firm that provides a range of services, including commercial advice, retirement planning, protection advice, mortgage advice, estate planning, and investments. Our team of experts will work with you to create a bespoke plan that helps you achieve your financial goals. With years of experience, we offer friendly, approachable, and professional services to our clients.

Coast Financial offers a holistic approach to financial planning and services, building long-term relationships with clients in Devon, Cornwall, and South Hams. We provide friendly and professional services, including life insurance, investment advice, and mortgage advice. Our independent financial advisers offer whole market advice on a fee or commission basis, helping you make informed decisions about your financial well-being and future.

Philip J Milton & Company Plc is a leading wealth management and financial planning firm based in North Devon. With over 35 years of experience, the company offers a range of services including financial planning, discretionary wealth management, retirement planning, taxation and accountancy, mortgages, probate and estate administration, and more. Our team of Chartered Financial Planners provides expert advice and guidance to individuals, companies, trusts, and charities.

Howard Financial Services is an independent financial advisory service with many years of experience in the industry, providing unbiased and expert financial advice to both private and corporate clients. With expert knowledge and latest research tools, we offer personalized advice tailored to individual needs and circumstances. Our services include investment advice, retirement planning, and protection. We are directly authorized and regulated by the Financial Conduct Authority (FCA)

Based in Ivybridge, Devon, we're a respected and well-established name in Plymouth, South Hams and South Devon, but we also work with clients throughout the UK. We provide financial guidance to individuals and businesses alike. We're completely independent of any financial institutions, and we offer financial advice, partnering with providers the whole of the market- so our clients always get fully-informed, impartial advice on everything from Mortgages to Pensions.

Kelly Financial Management is a family-run financial planning firm based in Devon and London, providing holistic advice throughout the United Kingdom. With over 30 years of experience, they offer a range of services including personal finance, financial protection, retirement planning, investment planning, estate planning, and enterprise services. They pride themselves on being fully licensed and certified, with 100% of their Financial Planners being Certified (CFP) qualified.

John Davies Financial Consultancy are expert financial planners, providing tailored financial advice and guidance to help individuals and businesses achieve their financial goals. With over 40 years of experience, their team of experts offers a personal approach, attentive service, and provision of tailor-made solutions. They provide a wide range of services, including investment advice, pension planning, inheritance tax planning, and much more. Their expert financial planning consultants work closely with clients to understand their individual needs and objectives, providing bespoke financial solutions to help achieve their financial goals. Whether you're looking to grow your wealth, secure your financial future, or plan for retirement, John Davies Financial Consultancy is here to help.

Maven Solutions is a dedicated team of experts providing comprehensive and tailored accounting and financial solutions to meet the specific needs of your business. From essential bookkeeping to strategic financial planning, we take the time to fully understand your current situation and future aspirations, offering personalized solutions to drive your business forward. By choosing us, you get access to specialist services, competitive pricing, and proactively identifying new opportunities to stay ahead of the curve.

As a leading independent financial advisory firm, Thomas & Gentry IFA Ltd provides expert advice on a range of financial services, including protection, mortgages, savings and investments, and pensions. With a team of experienced and qualified advisors, we offer personalized solutions to help individuals and businesses achieve their financial goals. Whether you're looking for a one-off meeting or ongoing advice, we're here to help. Our technical knowledge, friendly approach, and commitment to excellence make us one of the most trusted advisors in the region.