Condy Mathias Financial Planners

At Condy Mathias Chartered Financial Planners, we are a team of highly experienced and dedicated professionals committed to providing exceptional financial planning services to individuals, families, and businesses in Plymouth and beyond. Our mission is to help our clients achieve their financial goals and aspirations through tailored advice, expert guidance, and unparalleled customer service.

Our Approach

We take great pride in our client-centric approach, where we take the time to get to know our clients' current financial position, their needs, and their objectives. We then work closely with them to provide clear, concise, and bespoke recommendations designed to help them meet their goals and objectives. Our team of experts continuously monitors and reviews our clients' financial plans to ensure they remain relevant and make changes as and when required.

Our Services

As independent financial planners, we offer a wide range of services designed to cater to the diverse financial needs of our clients. Our services include:

• General Financial Planning
• Life Assurance & Income Protection
• Pensions
• Inheritance Tax Planning
• Investments
• Tax Efficient Investing
• Retirement Planning
• Financial Services for Businesses

Regardless of your financial situation or goals, our team of experts is dedicated to providing you with the highest level of service, expert guidance, and tailored advice to help you achieve financial freedom and security.

Our Team

Meet our team of highly experienced and qualified financial planners who are dedicated to providing exceptional service and expert guidance to our clients. Our team is committed to building long-term relationships with our clients, and we take great pride in the fact that the majority of our new clients are referred to us by our existing clients who have already enjoyed our friendly, efficient, and client-centric approach.