Tel: 01626 332083
18 Devon Square Newton Abbot TQ12 2HR
We were the first firm of Financial Advisers in the South West to achieve Investors in People accreditation in 1990, and have successfully retained accreditation every 3 years with the latest in 2018.
One of the reasons for our continued success is putting people first, recognising the contributions made by our staff in order to provide the professional and personal service that is valued by our clients.
The partners Andrew Durban and Nicholas Richards alongside the advisers constantly update their knowledge in their specialist fields to ensure the most suitable advice is given to each and every client.
Nicholas Richards is a member of the Society of Later Life Advisers (SOLLA), a ‘not for profit’ organisation established in 2008. One of SOLLA’s aims is to ensure consumers are able to obtain financial advice and have confidence their needs and requirements are met by using a SOLLA accredited Financial Adviser.
Nicholas holds the Specialist Long Term Care Planning qualification through the Institute of Financial Services.
In addition to looking after clients Andrew also manages group pension schemes for a number of large employers in the area.
John Mills provides specialist investment and pension advice, helping clients to accrue and protect their wealth. Also, he advises clients at retirement on the most suitable option to draw down their pension benefits.
Emma Whitney heads up the mortgage department providing advice and guidance to clients looking to purchase a property, re-mortgage an existing arrangement or secure a buy to let mortgage.
Jenny Perriam is provides specialist advice on life cover, critical illness, income protection and private medical insurance. In addition, Jenny is qualified to give advice on equity release and is a member of the Equity Release Council.