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Personal Asset Management - Independent Financial Advisors

(11)

Mortgage
Confidence

“We dealt with Oliver, he was great! Helped explain everything in understandable terms went through all our options. We couldn't recommend more and will definitely be using them again.”

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Maskery Wealth Management

(30)

Investments
Company
Interests

“Lee at Maskery Wealth Management Ltd was very courteous and professional when helping us to sort out my late father's finances. He very quickly understood, and sorted out, what needed to be done and took care of everything that required immediate att...”

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TS Partners

(3)

Digital Solutions, Accounting Services, Mortgages and Borrowing

“Would highly recommend this amazing team of accountants - what makes them especially great is that they genuinely CARE about their clients. if you're looking for an accountant who will do a great job for you then look no further than Tamara Harrison...”

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Navigation Financial Planning Limited

(4)

“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 ...”

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M P Warren & Associates

(1)

“Steve is excellent and is helping us through the process”

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Parade Financial Services

And, Therefore, we Hope That You Will Want to Meet With us.

“The best thing about our way of dealing with our clients cannot be demonstrated on a website, because it lies within our genuine care, and in our trustworthy, friendly, reliable and honest advice and service. W e're old-fashioned in that way; friends...”

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Loughtons Independent Financial Advisers

“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...”

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Thomas & Gentry

“We are passionate about providing independent advice and a service which is second to none. Whether that's just for a one-off meeting, or you are looking for someone to advise you over a longer term. With our technical knowledge, friendly manner and ...”

Featured

Thank you to everyone who came to see us at the Honiton show yesterday, it was a fantastic day and we had over 300 hundred guesses for our guess the weight of the sheep competition!nnOur lucky winner was the only person to get the exact weight! nnThey correctly guessed the exact weight ofâ¦. 275kg ! 43stone 4lbs or 606lbs ! Their prize will be on its way very shortly! nnThank you again for making time to visit our stand, we all very much enjoy seeing you all each year at the show.

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Theprgpartnership: Jo Westlake

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Stover Financial Planners

Trustees, Individuals & Families, Business Owners

“With careful consideration of your resources, goals, aims and objectives, we will help you to create a realistic, deliverable and adaptable financial plan, securing your financial future. We will help you to attain and maintain your financial indepen...”

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Active Financial Advisers

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Wollens

(21)

Family Law, Coronavirus (Covid-19) Advice & Support, Clinical Negligence

“A big thankyou to Steve and Ashley in resolving my separation and transferring the property over for me and my daughter. Its taken its time as these things do but it was all worth it in the end. We had great communication from you and things were ex...”

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Profecto Financial Services

(4)

Pensions, Mortgages, Protection

“I cannot stress enough how pleased I am with the advice and guidance that Martin and Petra from Perfecto have given me. Nothing is too much trouble for them including translating in detail, all the jargonese that is used in the business these days to...”

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Rodney Spiller Wealth Management

(7)

Team

“Rodney and his team are very professional and responsive in taking care of our pensions and investments. They go out of their way to make sure that we are fully aware of world wide events, markets and strategies to help us make the most of our goals....”

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W & P Financial Planning

(1)

Mortgages, Financial Planning, Taxation

“Andrew is just simply amazing ! Helped us out from start to end .. always available .. always willing to help ! Highly recommended !! Thank you”

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The Pension Drawdown Company

(8)

“Very helpful and informative. When I first got in contact I didn't know about or even understand pension drawdown. However, the advisors on the phone are very easy to talk to and explained everything to me in great detail and in such a way that I und...”

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Seabrook Clark

(2)

“I was looking for a local advisor to help organise my Father's finances as he had recently moved into a care home and I wanted to try and protect his financial position for as long as possible. I needed to sit down with someone as this was quite com...”

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Premier Financial Planning

(30)

Efficient
House
Understanding

“We recently used Simon to look at the possibility of remortgaging to pay off our HTB loan and review our current protection. The service we received has been fantastic. Simon talked through all the possible options and managed to find us a great deal...”

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It IS Your Money

(30)

Packaged Bank Account Claim, Endowment Claim, Fsavc Claim

“We cannot speak highly enough of the team. They were in contact with us every step of the way and very supportive . We never realised we were owed compensation from a savings plan that had been wrongly sold. We recieved a sum of money into the thous...”

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Neligan Financial

(30)

Family
Understand
Communication

“Prior to meeting Andrew I was frustrated by the murky waters of the pensions, investments and retirement saving. Andrew provided the detailed analysis, projections, clarity and transparency that I needed, but he provided a lot more than that - his pe...”

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Ripley Wales Financial Planning

(28)

Pension
Portfolio
Confidence

“Like most people, I was unsure of how to proceed with my pension and future finances. Stephen was recommended to me turned out to be excellent. He really took a lot of time to find out exactly what I wanted to achieve and helped me make a decision I'...”

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Kitsons Solicitors Torquay

(17)

Business Services, Personal Services

“Amy and Alana are very professional and thorough solicitors. I would highly recommend their service, they will always email you back even when they are super busy. Thank you girls for such a smooth process in buying any house!”

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Lehmann Financial Management

(30)

Knowledge
The Future
Sales

“Karl, has had a huge impact on the way that I managed money both personally and professionally in business. The net result being that I now have plan in place that will make sure, that when the time is right, I will have choices around when & how to ...”

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Granted Consultancy

(18)

Quality
Team
Funding

“The guys at Granted are different from the other grant funding consultancies - they only take on applications that they think have a good chance of success, they get up to speed on a new sector quickly and they're very flexible! We've recently submit...”

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Average Cost	£3548
Minimum cost	£1184
Maximum cost	£10051
Avg Per Hour Rates	£356

Best Financial Advisors in Newton Abbot

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Newton Abbot area.

Personal Asset Management - Independent Financial Advisors

Maskery Wealth Management

TS Partners

Navigation Financial Planning Limited

M P Warren & Associates

Parade Financial Services

Loughtons Independent Financial Advisers

Thomas & Gentry

Theprgpartnership: Jo Westlake

Stover Financial Planners

Active Financial Advisers

Wollens

Profecto Financial Services

Rodney Spiller Wealth Management

W & P Financial Planning

The Pension Drawdown Company

Seabrook Clark

Premier Financial Planning

It IS Your Money

Neligan Financial

Ripley Wales Financial Planning

Kitsons Solicitors Torquay

Lehmann Financial Management

Granted Consultancy

Retirement Planning and Investment Management Services in Newton Abbot Cost Estimates

Why these companies made our list

Wealth Management Advisors near Newton Abbot

Popular in Newton Abbot