Financial Advisers
in South Brent

Independent Financial Advisors specialising in Inheritance Tax planning, Investment planning and pre and post Retirement planning. Services are primarily aimed at investors with over £20,000 to invest or already invested in ISAs, pensions, or investment accounts.

Putting it simply, we're here to help you get the best out of your money. We are Independent Financial Advisers (IFAs) and were established in 2001 with the aim of providing impartial and expert financial advice to individual and corporate clients.

SWLaw is here to help you achieve your goals in life and in business whilst helping you to manage the risks that could otherwise derail your plans. SWLaw is unusual in offering access, under one roof, both to legal and to financial planning expertise. Time after time we see the benefits of drawing on both the legal and the financial disciplines in order to provide the comprehensive and integrated solutions our clients need.

At Trafalgar Mortgage & Financial Services the aim is to help you find the most suitable solution for all your Mortgage and Financial needs, no matter what your circumstances.

Clearwater Financial Planning are Financial Advisers based in Kingsbridge and help people throughout the South Hams and across Devon. We believe that you should have a thorough understanding of the solutions that we recommend, delivered in plain English with no nasty surprises! We believe that your planning should be regularly reviewed, to ensure that you continue to receive the very best value for your money.

The reason for this is simply that your situation will change on numerous occasions through life, sometimes planned, sometimes not. And when it does you need to be able to adapt your financial affairs to suit, whether this involves your investments, retirement provision, protecting loved ones, protecting your income or just rearranging your mortgage or house insurance to a better deal.

As independent financial planners we believe in the value of personalised financial planning, backed by tactical and tailored financial advice. We achieve this by focusing unconditionally on you as our client and by delivering an outstanding journey and experience for you and all those that matter most to you.