Directory overview
- 282 Total businesses
- 2.6 Average rating
- 56% With reviews
- 49% With photos
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1 Astute Money Financial Planning Ltd
“Darren has helped my family and I for a number of years successfully navigating us through sensitive and difficult times. He and his company are reassuring and easy to deal with explaining everything in layman terms giving us confidence and peace of mind. I have recommended Darren and his team to others who have had the same experience.”
Address: Brookside, Bal Ln, Mary Tavy, Tavistock PL19 9PR, UKPhone: +44 1752 764880Website: astutemoney.co.uk -
2 South Devon Financial Planning ~ Chartered Financial Planner
“Charlie is absolutely brilliant! I can’t recommend him highly enough. He is completely trustworthy and professional and puts you at ease with great advice and understanding on such important decisions. Thank you Charlie”
Address: 1 The Gatehouse, Embankment Road, Kingsbridge TQ7 1RD, UKPhone: +44 1548 852691Website: southdevonfinancialplanning.co.uk -
3 Personal Asset Management - Independent Financial Advisors
“Spoke to Oliver to get some complimentary advice relating to family wealth planning. Despite the fact that it was unlikely to result in any business Oliver gave considered and good advice and spent time in finding out the details that we needed.”
Address: 12 Torquay Rd, Kingskerswell, Newton Abbot TQ12 5EZ, UKPhone: +44 1803 873978Website: personalassetmanagement.co.uk -
4 Continuum (Financial Services) LLP
“Jack has been my Financial Adviser for a while. He is very easy to get along with and very knowledgable so I feel totally comfortable with him. If you’re looking for a kind and helpful adviser, I wouldn’t hesitate to recommend Jack.”
Address: Eagle Rd, Plymouth PL7 5JY, UKPhone: +44 345 643 0770Website: mycontinuum.co.uk -
5 Clan Financial Services
“We recently bought our first home with Clive from Clan financial and were blown away with the advice and supper we received. Clive was always super responsive and gave the best advice. As first time buyers who had no experience and knowledge with the process, Clive made the process so much less stressful for us. We couldn’t recommend him enough!”
Address: 11 Kneele Gardens, Plymouth PL3 5RL, UKPhone: +44 7801 710996Website: plymouthmortgagebroker.co.uk
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6 Sirius Financial Ltd
“Can’t thank the company and especially River enough for helping me secure my first mortgage. He has been faultless in answering all of my many questions and taken a lot of the pressures of buying your first home away with his detailed and quick responses. Would definitely recommend using River if you want a friendly and supportive experience. Thank you.”
Address: Ground Floor Rear, The Merchant, Notte St, Plymouth PL1 2AH, UKPhone: +44 1752 869081Website: siriusfinancial.co.uk -
7 Equitas Financial (UK) Ltd
“I have just successfully purchased my first house, a daunting process made much simpler with the knowledge and expertise of James Matheson. A mortgage advisor who I wouldn’t hesitate to recommend to anyone. Thank you James, look forward to the next one.”
Address: 36 Mannamead Rd, Mutley, Plymouth PL4 7AF, UKPhone: +44 1752 221188Website: equitasfinancial.net -
8 Mortgage Adviser Plymouth - Mortgages Explained
“We give all five stars to the team who really deserve it, especially the mortgage advisor Nick who did his job professionally, was constantly in touch even after working hours. We were very nervous, because it was our first mortgage, but despite all this Nick managed to find the right words at the right time, reassuring us that everything would be fine. In the end, everything happened and we received the keys to our house. Thank you very much for making our dream come true.”
Address: Regent St, Plymouth PL4 8AS, UKPhone: +44 1752 242767Website: mortgagesexplainedplymouth.co.uk -
9 Clearwater Financial Planning
“I have used Jonathan Tucker's services now for several years and have had consistent good results. Clear and meaningful conversations and regular updates with good advice. Mr Tucker leaves me feeling relaxed and confident that our affairs are in sound and caring hands. Year after year we seem to be "doing well" and Mr Tucker's approach challenges us to think hard about what we want and he always delivers with ease and no dramas. His offices are equally approachable and helpful if and when I cannot reach him personally - which is rare.”
Address: 56 Fore St, Kingsbridge TQ7 1NY, UKPhone: +44 1548 856096Website: clearwaterfinancialplanning.co.uk -
10 Navigation Financial Planning Limited
“I am a bit of an ostrich when it comes to pensions and finance in general, and put off discussions about money as much as possible! But I finally had to tackle it head on, and on recommendation from several friends, got in contact with Duncan, who was fantastic. He took the time to go through all my financial options in a clear, thorough and genuinely supportive way. I never felt rushed or overwhelmed - in fact I was left feeling much more confident and reassured about my decisions. He was incredibly kind, explained everything without jargon and made a complicated process feel manageable. Highly recommend!”
Address: 15 The Knowle, Kingsteignton, Newton Abbot TQ12 3GD, UKPhone: +44 7788 714915Website: navigationifa.co.uk
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12 Abbot Insurance Consultants Ltd
“I highly recommend John Hart at Abbot Insurance for anyone seeking a trustworthy and diligent insurance broker. John stands out with his personable approach, taking the time to understand each client's unique needs. He's helped our family business with multiple insurance matters, always delivering tailored solutions and excellent service. Whether it's straightforward or complex insurance needs, John consistently goes above and beyond to ensure the best outcomes.”
Address: Bramley Lodge, Henley's Business Park, Manor Rd, Abbotskerswell, Newton Abbot TQ12 5NF, UKPhone: +44 1626 366449 -
13 David Williams Financial Adviser
Address: Harewood Rd, Calstock PL18 9QN, UKPhone: +44 7971 186601Website: quilterfinancialadvisers.co.uk -
14 Financial Advice Dartmouth - Clayden Associates
Address: Unit 9, The Business Centre, 33 Chapel St, Buckfastleigh TQ11 0AB, UKPhone: +44 1364 643003Website: financial-advice-dartmouth.co.uk -
15 West Country Financial
“Vicki Swann has been helping me with my personal pensions. I feel I am in very safe hands and trust I will have sound advice in my personal and business financial matters.”
Address: Kilworthy Park, Drake Rd, Tavistock PL19 0BZ, UKPhone: +44 1822 618535Website: westcountryfinancial.co.uk
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16 Financial Planning Concepts
“Excellent financial advice, highly recommended.”
Address: 4 Walsingham Pl, Truro TR1 2RP, UKPhone: +44 1872 278588Website: fpconcepts.co.uk -
17 Chadwick Financial Management
“Excellent advice given at all times”
Address: 2 Newcomen Rd, Dartmouth TQ6 9AF, UKPhone: +44 800 833389Website: chadwickfinancial.uk.com -
18 Manning and Company Yelverton Independent Financial Advisers
“Dealt with Anthony, Julie and Joe, I cannot explain how amazing they all were and I know I was not the easiest to deal with. Can not recommend them enough!!”
Address: 5 Moorland Villas, Yelverton PL20 6DT, UKPhone: +44 1822 855244Website: manningandco.co.uk -
19 Dave Brown VAT Consultancy
“Excellent service, straight talking, helpful, knowledgeable, easy to deal with. If only all professionals could operate like this!”
Address: 18 Queens Cl, Kingsteignton, Newton Abbot TQ12 3RD, UKPhone: +44 1626 361140Website: davebrownvat.com -
20 Face 2 Face Financial Services South West Ltd
“Very welcoming, Experienced and very professional. Dealt with company now for years top class service. Nothing with my dealings has every been a hassle for them to sort out. Very clear and precise.”
Address: W T R House, Truro Rd, Lanivet, Bodmin PL30 5HF, UKPhone: +44 1208 832999Website: f2ffs.co.uk
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21 Anderson Financial Planning
Address: 77 North Hill, Mutley, Plymouth PL4 8EU, UKPhone: +44 1752 603272 -
22 SWIFS Mortgages Plymouth
“V professional Explained everything clearly and always available to answer any questions or help with any issues that arose”
Address: Elburton Rd, Elburton, Plymouth PL9 8HX, UKPhone: +44 1752 405736Website: swifs.co.uk -
23 Curwins Financial and Mortgage Advisers Ltd
“Paul was a brilliant advisor from start to finish, he was very attentive and catered to our exact needs. Everything was dealt with efficiently and in a professional manner, nothing was too much trouble. We felt very at ease during the process thanks to Paul. I would definitely recommend Paul and Curwins to assist finding you the best mortgage and helping to process your application!”
Address: 2 Houldsworth Rd, Oreston, Plymouth PL9 7PU, UKPhone: +44 1752 491111Website: mortgageadvisersplymouth.co.uk -
24 Cooper Associates Ltd Plymouth
“My experience with this firm, in particular Will was above my expectations from start to finish. Everything was done with speed and there was great communication throughout the whole process ensuring everything was clear and well organised. Will was fantastic and I would highly recommend him and the firm for the future.”
Address: 4th Floor, 6 N E Quay, Sutton Harbour, Plymouth PL4 0HP, UKPhone: +44 1752 746848Website: cooperassociatesltd.com -
25 Condy Mathias - Chartered Financial Planners
Address: Park House, 28 Outland Rd, Milehouse, Plymouth PL2 3DE, UKPhone: +44 1752 562605Website: cmcfp.co.uk
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26 Charles Stanley Plymouth
Address: 1st floor, 11 Whimple St, Plymouth PL1 2DH, UKPhone: +44 1752 666661Website: charles-stanley.co.uk -
27 Embrace Financial Services - Plymouth
“Brilliant service, kept well informed throughout. Highly recommend”
Address: 2 Mannamead Rd, Mutley, Plymouth PL4 7AA, UKPhone: +44 1752 278822Website: embracefs.co.uk -
28 Trafalgar Mortgage and Financial Services
“Friendly, reliable, professional and extremely knowledgeable. I would highly recommend Trafalgar Mortgage and Financial Services to anyone. They helped my wife and I through the process of buying our new home.”
Address: 5 Deeble Cl, Plympton, Plymouth PL7 4BR, UKPhone: +44 1752 341989Website: trafalgarmortgage.co.uk -
29 Sound Financial Management Ltd
“I was looking for a Financial Advisor to help sort out my pension and was recommended Ryan May. After several meetings I found him to be most helpful, providing honest and sound advice. Nothing was too much trouble for him to guide me through the various options so that I fully understood the pros and cons of various policies which can be confusing to those not fully conversant with the various schemes. I would not hesitate to recommend him”
Address: Ground Floor, Studio 5, Windsor Villas, Lockyer St, Plymouth PL1 2QD, UKPhone: +44 1752 207070Website: sound-financial.co.uk -
30 Goodmans Financial Planning
“I have been a client of Goodman’s Financial Planning for over 5 years. The team offer an outstanding, transparent service which is so essential when you entrust your finances. They are specialists in all aspects of financial planning and work closely with you with a holistic, collaborative approach to ensure your aims and objectives for your future are met. They understand circumstances change. The annual meeting is of great reassurance; it shows your situation in a number of formats that make it easy to understand. This allows you to plan and adapt - especially if your circumstances have changed ( as mine did in August 2023 when I broke my leg). I was able to access advice and guidance to help me make some key financial decisions and gave me peace of mind at a time when I was managing my own unforeseen, health challenges. You meet other clients each year and receive a regular briefing through their great magazine UNLEASHED. I have no hesitation in recommending Goodmans Financial Planning who are based across the South West.””
Address: 6 Drake Circus, Plymouth PL4 8AQ, UKPhone: +44 1752 686725
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