Business Details
Trusted Financial Advisers in Devon
Town & Country Financial Advisors has been delivering expert financial advice in Devon for over three decades. Our team of fully trained, experienced advisers provides independent, client-focused solutions tailored to individual needs. We specialise in retirement planning, mortgage advice, protection insurance, estate planning, and investment strategies. Our commitment to jargon-free communication ensures clients receive clear, actionable guidance. We offer free initial consultations and written proposals outlining costs before any work begins.Through our partnership with Tuckers Legal Advisers, we extend our expertise to wills, powers of attorney, and trust planning. Our independence from specific providers allows us to deliver truly impartial advice. We prioritise long-term client relationships, helping families and businesses secure their financial futures while maintaining transparency about regulatory limitations in certain service areas.
Services
Commercial Advice
Retirement Planning
Protection Advice
Mortgage Advice
Estate Planning
Investments
Highlights and features
- We have over 30 years of experience in financial services
- Our fully trained advisers provide independent, provider-neutral advice
- We specialise in generational family wealth and business succession planning
- We offer free initial consultations with no obligation
- We collaborate with Tuckers Legal Advisers for integrated estate planning
Associations and certifications
- Financial Conduct Authority
Services
Retirement Planning
Our retirement planning service helps clients prepare for financial security in later life. We provide expert guidance on pensions, long-term care, and equity release options. Our advisers create tailored strategies to ensure your savings sustain your desired lifestyle throughout retirement while considering tax implications and inheritance goals.
Mortgage Advice
We offer comprehensive mortgage advice for first-time buyers, home movers, and remortgagers. Our specialists analyse market offerings to find suitable lenders and products. We explain different mortgage types including repayment methods, buy-to-let options, and commercial mortgages while clearly explaining risks associated with secured borrowing.
Estate Planning
Our estate planning service focuses on protecting your assets for future generations. We provide strategies to minimise inheritance tax liabilities and create effective succession plans. The service includes will creation, trust establishment, and life insurance integration while working closely with legal professionals to ensure comprehensive wealth preservation.
Protection Advice
We help clients select appropriate protection policies including life assurance, critical illness cover, and income protection. Our advisers assess individual needs to create comprehensive protection strategies that safeguard against financial hardship from unexpected life events while explaining policy limitations and exclusions.
Investment Advice
Our investment advisory service covers ISAs, managed portfolios, and investment bonds. We help clients understand different investment vehicles and risk profiles. The service focuses on creating diversified portfolios aligned with financial goals while providing clear information about market risks and tax implications of various investment strategies.
Questions
What financial services do you offer in Devon?
We provide retirement planning, mortgage advice, protection insurance, estate planning, investment guidance, and commercial financial solutions across Devon.
Are your financial advisers qualified?
Yes, our advisers are fully trained and experienced in all aspects of financial services and mortgages.
Do you offer free initial consultations?
Yes, we provide free initial consultations with no obligation to proceed with any services.
Which areas do you cover in Devon?
We serve clients across the South West including Barnstaple, Exeter, Tiverton, Ilfracombe, and surrounding areas.
Are all your services regulated?
Most services are FCA regulated, but estate planning, will writing, and some mortgages aren't regulated by the Financial Conduct Authority.
