Independent Financial Advisers established in 1990 specialising in all aspects of Financial Planning. 📧 [email protected] 📞 01626 332083 #Devon #Cornwall

Newton Abbot, Devon
Joined November 2011
LV= claims for COVID-19 total over £3.6 million since start of Pandemic highlighting the importance of protecting your income #protection #life #financialservices
An interesting webinar this afternoon from @ILCUK - Over 70% of participants know someone who has been financially scammed! #VulnerabilityChallenge
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The Chelsea Flower show may only be a virtual event this year but Sara has been hard at work making sure our flowers are in tip-top shape for the coming summer months. Wishing everyone a safe summer😊 #BoostTorbay #newtonabbot #Devonhour
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A great Google review from one of our very satisfied customers. Always glad to assist in these tricky times when a face-to-face meeting is not possible. #mortgages #remortgage #newtonabbot
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Charles Royle and Co retweeted
Thinking of all the brilliant local businesses I've worked with over the last few years...⠀ ⠀ Here are some great photos of a few to put a smile on your faces..... hoping you're all well and I look forward to seeing you all again soon ❤ @Torbay_Hour @Devon_Hour #Torbayhour
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If you are concerned about a shortfall in your retirement income then contact us for a chat. We remain open for business as usual. #retirement #pension
A really important note from @actionfrauduk showing Coronavirus related fraud increases by 400% in March! actionfraud.police.uk/alert/…
Hoping everyone's Mum keeps well and safe this Mothers Day! I am sure not the best way to celebrate in these difficult times but knowing that we all take care #mothersdayuk
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Thank you @scribbleandink for arranging our new table runner for events when we finally get to continue our presentations in light of the Covid-19 virus. Wishing everyone the best of health #DevonHour #BoostTorbay
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Whilst we navigate this time of uncertainty we are endeavouring to provide a continuing level of service. We will be following Government guidelines, minimising travel and personal contact with clients
Celebrating #InternationalWomensDay2020 with the best hardworking team of the year in our eyes!😀👍
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Emma our mortgage adviser received this lovely feedback from a client this week. "We just wanted to say thank you, you really did go above and beyond for us and for that we are truly grateful” It is always our pleasure to help our clients #BoostTorbay
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Dispelling some of the myths on Equity Release. Q:It’s a ‘rip off’ & will leave my family without any inheritance? A:This has changed drastically since they first came onto the market and is now fully regulated by the FCA. Borrowing is limited ensuring equity remains in the home
We really appreciate the great feedback we receive from our clients 😊 'John Mills treated us with a lot of understanding and kindness when we had our meeting with hm. He was able to explain the whole scenario of what we wanted to achieve and we left with a clearer picture'.
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Happy Valentines Day ❤️. A perfect excuse to indulge in delicious cakes made by Lisa's Little Bakery. Thank you Boss 😀- they disappeared in no time!!! #Valentineday #cakes #Devon #Teignbridge @BoostTorbay @Devon_Partners
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Emma & Jenny attended the Breakfast Club networking event this morning with Torquay Utd @TUFC1899. Another great well attended morning with a huge variety of local businesses. Thank you to @Devon_Partners for organising. #networking #business #devonhour
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Lovely client feedback received for Jenny 😀 'Trustworthy, friendly and sound advice given on our recent mortgage equity release. I can recommend this company if you are going down that route' #equityrelease
Lovely feedback received by Paul from a client today 😀 'I was recommended to Charles Royle by a friend who had used the company for many years. I was not disappointed in the recommendation – I have been totally impressed by the professionalism and conduct of the company'
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As the market for Lifetime Mortgages goes from strength to strength, the Equity Release Council has announced a total of £3.92 billion of housing equity was withdrawn by 85,497 homeowners in 2019. Contact our Equity Release Adviser Jenny for further information #equityrelease