Have you thought about protecting your income should you be unable to work due to an accident or illness? Whatever the question, Town & Country Financial Advisers can help you. We take pride in dealing with our clients' Financial matters clearly and professionally.
We understand that you have worked hard to accumulate your wealth and are here to offer full financial planning so that your family's lifestyle will not be compromised during life's uncertainties.We make our recommendations on the very best ways to utilise your money and create a bespoke plan that enables you to achieve your goals.
We understand that you have worked hard to accumulate your wealth and are here to offer full financial planning so that your family's lifestyle will not be compromised during life's uncertainties.We make our recommendations on the very best ways to utilise your money and create a bespoke plan that enables you to achieve your goals.
Services
Town & Country Financial Advisers was formed in 2015 to work alongside our sister company, Town & Country Insurance Services; a general insurance broker established in 1934. We are a rapidly expanding practice with two financial advisers, each with many years experience within financial services.
Our office is based in South Molton, North Devon and we consider our 'home' territory to be Devon, Cornwall, Somerset and Dorset, although we have clients throughout the UK and indeed overseas.Our team has stemmed from a variety of backgrounds within financial services, that include estate agency, banking and life offices.
Our office is based in South Molton, North Devon and we consider our 'home' territory to be Devon, Cornwall, Somerset and Dorset, although we have clients throughout the UK and indeed overseas.Our team has stemmed from a variety of backgrounds within financial services, that include estate agency, banking and life offices.
As you approach retirement it will be important for you to know that any plans you make will provide you with the care and security you will need in the longer term, particularly if your needs or costs rise.
Town & Country Financial Advisers can assist with many areas of retirement planning to ensure that you are fully protected and prepared for the future, including advice on pensions, long term care and estate planning, as well as being able to guide you through the process of buying equity release.We offer our customers a free initial consultation.
Town & Country Financial Advisers can assist with many areas of retirement planning to ensure that you are fully protected and prepared for the future, including advice on pensions, long term care and estate planning, as well as being able to guide you through the process of buying equity release.We offer our customers a free initial consultation.
Whether you're a first time buyer, moving home or re-mortgaging to get a better interest rate, a mortgage is one of the biggest financial commitments of your life. With such a big decision to make and so many lenders offering a wide range of products, it's important that you get expert advice. Town & Country Financial Advisers are experienced in analysing the market.
Whether it's ISA's or long term investments, our experts can help you find the most rewarding places for your money with great advice on the best ways to save and invest. An Independent Savings Account available to residents of the UK that offers a favourable tax status. Investing money in the hope of future benefits actualised within a specified date or time frame.
Town & Country Financial Advisers can assist with many areas of corporate financial advice to ensure you are fully protected and prepared for the future, to include protection for key people within your business, finance for property & other assets, pensions & auto enrolment, and private medical insurance.
