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Ripley Wales Financial Planning

(31)

Advice
Confidence
Portfolio

“Ripley Wales advice is second to none. If you are looking for professional and quality advice from an industry expert then Stephen is the person to speak to. I am totally confident that my pension arrangements and future plans and goals will be secur...”

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Orestone Wealth Management

(21)

Information
Pension

“My experience with Orestone has been very positive. Adrian and his team are approachable and helpful. I feel I can call for advice and clarification at any time.”

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Headland Finance

(2)

“Professional, knowledgeable, courteous and very helpful - Thank you Andrew & Team”

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Browning Financial Planning Limited

(1)

“Brilliant”

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Granite Mortgages

(1)

“I just bought my first buy to let property in Torquay and Jon from Granite Mortgages found me an amazing mortgage, I got a much better rate than I expected! Couldn't be happier and will definitely be recommending Granite Mortgages to my friends”

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Molyneux Associates - Torquay

Offset Mortgages, Investment Planning, General Insurance

“Both Kevin and Martin are really great to work with - highly recommended!”

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Concise Wealth Management

Pension & Retirement Planning, Mortgages, Savings & Investments

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Protocol Capital Management

Retirement Planning, Savings & Investments, Protection

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Arlo Group Limited - Wealth Management

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Pavey Group Financial Services

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Charles Royle and Company

(50)

Informative
Understanding
Sense of Humour

“I dealt with Andrew Durban at Charles Royle and company, in relation to private pensions for my wife and I. I found the whole process with Andrew seamless from start to finish. I would have no hesitation in recommending Charles Royle. Positive R...”

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South Devon Financial Planning ~ Chartered Financial Planners

(44)

Confidence
Knowledge
Meeting

“Charlie has been our Pensions adviser for a number of years .We totally trust his knowledge and experience as we have had great deal of success with our pensions due to his advice and a very pleasant person to deal with We have recommended other peo...”

Featured

I’m Charlie. I’ve been in the financial services profession for more than 35 years. Two major life insurance companies (onshore and offshore). And then, I started my own independent financial planning business back in 2006, surrounded by the beautiful Devon countryside. I help business owners, professionals, and retirees to plan a happy, healthy retirement by: 🔹 Building wealth 🔹 Looking after wealth 🔹 Converting wealth into spendable capital or income, and 🔹 Passing it down to their family. If you’d like a conversation about how I can help, send me a DM.

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Neligan Financial

(39)

Information
Advice
Savings

“Andrew has really helped get my retirement planning in order. He took time to understand me and what's important to me so that I have a proper plan for the future. I now feel more confident about my long-term financial security. He is a good listener...”

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Maskery Wealth Management

(50)

Interests
Pension
Home

“In business, I have supported a number of Financial Adviser companys over 25 years and this is the business I trust with my families advice. Lee Maskery and Kevin Bowers, supported by an extremely proactive team are exceptional at their trade and I w...”

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Maven Accountancy

(19)

Starting Your Own Business, Business Accounting, Tax

“Have had the pleasure of working with Jacob and his comprehensive network for over a year now and find them very professional, attentive and extremely easy to work with. Looking forward to the next few years.”

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Clearwater Financial Planning

(24)

Business Protection, Financial Planning, Equity Release

“Worked with Trevor Blanton who is one of the nicest business men I know. Very approachable and takes time to explain things. I have every confidence in his capabilities and thoroughly recommend him.”

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Lehmann Financial Management

(32)

Interests
The Future
Sales

“Karl has a unique approach to financial planning that really stood out for me. His initial life planning session is a real eye opener and not only makes you realise the importance of financial planning but also the importance of planning your life. W...”

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WBW Solicitors and Chartered Financial Planners

(14)

Understanding
Sale
Communicate

“Sharon ably assisted me with the probate sale of a flat in Exmouth. She was responsive, knowledgeable and efficient. Her professionalism, advice and understanding were much appreciated. Highly recommended.”

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Personal Asset Management - Independent Financial Advisors

(15)

Confidence
Mortgage
First Time Buyers

“Over the last ten years I have had very pleasant Dealings with PAM, and would recommend their advice to anyone. My income and capital has grown steadily David Leggott”

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Armitage Wealth

(19)

Knowledge
Mortgage
Expertise

“I consulted with Chloe about remortgaging our current home and I cannot recommend her and everyone at Armitage Wealth enough! Their knowledge and expertise is top tier and I'm so grateful to them for helping us find the best options. Thank you team.”

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JBM Wealth Management

(3)

Mother

“Contactd JBM for advice on investing lump sum to cover nursing home fees for my mother.The response was quick,comprehensive and relevant,delivered in a helpful and realistic manner.Would recommend to others going through same process. Jeff Russell”

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NSG Financials

(5)

Management Reports, Bookkeeping, Filing Returns

“I contacted Spencer as I needed help filling out my tax return. I sent him a list of the questions and he said he would get back to me later in the week. This he did and answered the questions fully and this has enabled me to fill out my tax return. ...”

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Easterbrook Eaton

(4)

Services For Business, Specialist Sectors, Overview

“Absolutely tremendous service. Great small business advice from Jack. Would recommend wholeheartedly. Positive Professionalism”

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Signal Financial Services

(1)

“I can't recommend Tim highly enough - he's a wonderful broker. Honest, great communication & very supportive through out the whole process. Tim is a rare find in 2022 Britain - if you're looking for good financial advice you honestly need to look no ...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Torquay

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Torquay area.

Ripley Wales Financial Planning

Orestone Wealth Management

Headland Finance

Browning Financial Planning Limited

Granite Mortgages

Molyneux Associates - Torquay

Concise Wealth Management

Protocol Capital Management

Arlo Group Limited - Wealth Management

Pavey Group Financial Services

Charles Royle and Company

South Devon Financial Planning ~ Chartered Financial Planners

Neligan Financial

Maskery Wealth Management

Maven Accountancy

Clearwater Financial Planning

Lehmann Financial Management

WBW Solicitors and Chartered Financial Planners

Personal Asset Management - Independent Financial Advisors

Armitage Wealth

JBM Wealth Management

NSG Financials

Easterbrook Eaton

Signal Financial Services

Retirement Planning and Investment Management Services in Torquay Cost Estimates

Why these companies made our list

Wealth Management Advisors near Torquay

Popular in Torquay