Best Financial Advisors in Newton Abbot

“A big thank you to Lee Stone who made my new mortgage deal easy and effortless and most of all stress free. I could never have done this myself. Thank you once again for a 5 star service.”

“The team at Maven Solutions are amazing. They are extremely proactive in there support and assistance. They have expertease in a number of different area all of which offer excellent support. Nothing is too much trouble, and knowing you have the supp...”

“Couldn't recommend Oliver Pennicott enough! He was professional, knowledgeable and friendly. Oliver explained everything clearly, gave us really good advice and helped us secure a Morgage quickly! We had 100% confidence in him. Positive Responsivenes...”

“I wanted some pension advice and an independent review of my various pensions. Duncan was very helpful in getting to the key areas and explained everything extremely well. He made the complex world of pensions much easier to understand. Very happy ...”

“Our success has been built on three simple maxims – integrity, professionalism and impartiality. We offer a high quality bespoke financial planning service to our clients over the long term, ensuring we deliver financial planning strategies that fulf...”

“I would like to take this opportunity to thanks all clients, old and new, for your trust, loyalty and friendship throughout the years. It's been a wonderful journey but it is now time to hand over the reins to the next generation. In Sound Financial ...”

“Very professional,courrteoous.Once quote was offered very promp in obtaining monies offered and subsequently forwarded to me by company involved!Shame about vat!!”

“Amy Pierce and Isobel Armstrong supported me with the purchase of my house. I cannot praise them enough in the high standard of work the provided, how thorough they were, professional, efficient and helpful. They answered my queries so swiftly and no...”

“Great service provided from Premier Financial Planning. Richard was so helpful and kept us updated with how things were going - would defiantly use again. Thank you once again. We are really appreciate your hard work!!”

“Andrew was great in the intro session I had with him very professional, knowledgeable and personalised his recommendations to my financial situation. Positive Responsiveness, Quality, Professionalism”

“We were recommended Ripley Wales (Steve Wales) by a close friend. This has been a very positive experience. Ripley Wales are extremely professional; we have regular reviews and we feel very confident that our money is working as well as it can (acc...”

“Went through them to organise a mortgage for our first home. It was a difficult situation as we had a strict time limit and I'm under a stipend income which most providers wouldn't support, but I was reccomended Tabby and she did an excellent job. Re...”

“Kirks helped me with voluntary liquidation of my private limited company early this year. The team was extremely professional and efficient in their service. I was also very pleased with their prompt responses that kept me up to date with status of t...”

“Alex, Jon and the team at Granted Ltd have a detailed knowledge of the ever-changing R&D funding sector. They have the ability to convey this clearly and without resorting to jargon. They have helped a number of my clients navigate and secure non-...”

“Highly recommend. Excellent standard or service, of note; professional, thoughtful during a sensitive time, exceptional communication, I can honestly say I never had to chase Abi up, her attention to detail and liaison has been fabulous.. Thank you.”

“These guys have been looking after my financial interests for about 10 years now and have done an absolutely fantastic job, even thru crashes and lows they have delivered incredible results. Can't speak highly enough about them. Keep up the great wor...”

“Petra was amazingly helpful throughout the whole process. I wouldn't hesitate to recommend her and Profecto in general. They made a stressful situation so much easier and nothing was too much of an ask.”