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A specialist investment and retirement service covering all of south Devon

Finding the best financial solutions for you The Partnership

Experience Matters

Helen and Ian have worked together for a number of years and in 2011 they decided to pool their considerable experience by creating a Limited Liability Partnership (LLP) which is directly regulated by the Financial Services Authority. With premises in South and East Devon, clients are able to have face to face meetings to discuss their financial plans. The partnership is ready to meet the challenges of the Retail Distribution Review next year and is committed to offering fully independent advice on a fee basis.

Between the partners they have over 50 years' experience of providing independent financial advice. This considerable experience enables them to help clients plan realistic financial goals and to implement recommendations whilst responding to changes in the stockmarket and legislation. Both partners are required to keep their technical knowledge up-to-date regarding changes to investment markets, products and legislation.

Our Service

Ready to meet new challenges

There are three levels of service. Firstly, our Asset Management Service, which is aimed at clients who want a comprehensive service covering all aspects of their financial planning. Secondly, our Valuations Service, which is aimed at clients with existing investment portfolios and is designed to give them a consolidated over view and regular monitoring. Finally, a Transaction Service which is designed to provide one-off advice without on-going servicing.

Next year, the Retail Distribution Review (RDR) will introduce a number of changes. Firstly, charges will be clearer with independent financial advisers arranging an agreed up-front charge instead of commission. Services will be clearer, only independent financial advisers will be able to offer whole of market advice whilst other advisers will have limitations. Your service will be more professional because independent advisers will have to meet higher standards of qualifications and on-going professional development.

4 Castle Circus House, 136 Union St, Torquay & Beech Royd, 6 Bennetts Hill, Sidmouth t. 0845

351 9928

Investment & Financial Solutions Partnership LLP is authorised and regulated by the Financial Services Authority The Financial Services Authority does not regulate all forms of Estate Planning

South Devon Coast & Country


South Devon Coast and Country June 12  

A high quality, free magazine for the South Devon area.

South Devon Coast and Country June 12  

A high quality, free magazine for the South Devon area.