South Devon Financial Planning ~ Chartered Financial Planners - Kingsbridge

Address: 1 The Gatehouse, Embankment Road, Kingsbridge TQ7 1RD, United Kingdom.
Phone: 1548852691.
Website: southdevonfinancialplanning.co.uk.
Specialties: Financial consultant.
Other points of interest: Online appointments.
Opinions: This company has 54 reviews on Google My Business.
Average opinion: 5/5.

Location of South Devon Financial Planning ~ Chartered Financial Planners

1548852691

South Devon Financial Planning, located at 1 The Gatehouse, Embankment Road, Kingsbridge TQ7 1RD, United Kingdom, is a reputable financial planning firm that offers expert financial consulting services. They can be reached at Phone: 1548852691.

The company's website, southdevonfinancialplanning.co.uk, provides valuable information about their services, team, and approach to financial planning. They specialize in providing personalized financial advice and guidance, tailored to meet the unique needs and goals of each client.

One of the key features of South Devon Financial Planning is their commitment to building long-term relationships with their clients. They take the time to understand each client's financial situation, values, and aspirations, and work closely with them to develop a customized financial plan.

In addition to their in-person appointments, South Devon Financial Planning also offers online appointments, making it easy and convenient for clients to access their services from anywhere.

The company has received 54 reviews on Google My Business, with an impressive average opinion of 5/5. This is a testament to their expertise, professionalism, and commitment to providing exceptional service to their clients.

If you are looking for a trusted financial consultant who can help you achieve your financial goals, South Devon Financial Planning is an excellent choice. Their team of experienced professionals has the knowledge, skills, and resources to provide you with the guidance and support you need to make informed financial decisions.

Contact them today to schedule an appointment, either in person or online, and start building a brighter financial future. Visit their website, southdevonfinancialplanning.co.uk, to learn more about their services and how they can help you.

Reviews of South Devon Financial Planning ~ Chartered Financial Planners

South Devon Financial Planning ~ Chartered Financial Planners - Kingsbridge

Susan Smith

5/5

With the uncertainty of the current economic climate I was delighted to find Charlie with his experience and expertise to advise me on my finances and the best options available at this time. He is welcoming, professional and explains things clearly without the jargon! Always available and a pleasure to talk to, updating you with regular news and relevant tips to keep you fully informed. The forecast charts he produces are really helpful and I am now feeling more at ease with my finances and what the future holds after meeting up with Charlie.

Sue Duncan

5/5

Charlie has been my financial advisor for many years now (more than I care to think about!). He has always been extremely professional and gives me the information I need to help me to make my mind up. His advice has always been relevant to my situation. I would have no hesitation in recommending him. He's a nice guy too!

David Martin

5/5

Charlie has been my financial advisor for many years, he has always offered a friendly and professional service.

His advice and guidance has proved invaluable, in building up an excellent pension portfolio. I have had no hesitation in recommending him to family and friends, as I know they will be in safe hands with Charlie.

Hazel Walkden

5/5

Charlie has been advising me on retirement planning and also since retirement, for the past five years. He provides a very clear and friendly service. In person annual update, only missing once during lockdown when zoom meeting had to suffice. He has given me full confidence in his knowledge and full reassurance to know my pension savings are safe, and invested well in accordance to my cautionary outlook. I have no qualms about giving a 5 star, well earned review.

P CONGDON

5/5

We have had the services of a Financial Adviser for many years but Charlie has been the most pro active by far.
He has helped my husband with his pension pot by putting his many little pots into one big pot and making it increase in value.
He has helped is update our Wills and safeguarded our money so it just goes to our children.
He has got our investments working for us, increasing in value yearly.
Our portfolio now offers us security for the future, is constantly and closely monitored and gives us peace of mind that it is in safe hands.

Ros Houldin

5/5

We have had the benefit of South Devon Financial Planning services for several years now, Charlie has given us pension and investment advice and we feel confident in his knowledge and expertise. He is friendly and professional and we would not hesitate in recommending his services to anyone needing financial advice.

Sophie Rosier

5/5

Charlie has only just become my financial advisor but he had looked after my fathers finances for many years until his passing last year. He has been extremely helpful, thoughtful and professional and has given me the help I needed though this complicated time. I would have no hesitation in recommending him.

James Mentz

5/5

Charlie provides an outstanding service. He took the time to clearly explain and reassure us and was on-hand to walk us through even the most complex financial products. I would throughly recommend Charlie and his team at South Devon Financial Planning and will definitely continue working with them for the foreseeable future.