Financial Planners in Barnstaple, Devon

13 locations found near Barnstaple
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“My partner and I first visited Together Financial Solutions back in May 2023. We wanted some advice on buying our first home and mainly to see what position we were in and what we could potentially afford. We spoke with Adam Gregory who was very Knowledgeable and explained everything we needed and wanted to know. When we found our perfect home Together Financial Solutions helped us throughout the whole buying process. Keeping us updated throughout the whole process and making it easy, understandable and stress free. Especially when it was our first time doing this. We always knew what was going to happen next. They helped us set up our home insurance and offered us lots of other useful services. We got the keys to our lovely home in August, wouldn’t have done it without the help and support from the Together Financial Solutions Team. Thank you! We would definitely Recommend Together Financial Solutions 100%.”

5Superb54 Reviews

“The administrators of my pension asked PJ Milton to take over the managment of my pension after the previous pension management had made investments outside the scope of the pension funds remit leading to substantial losses on my original investment - my financial advisor had gone out of business likely because of the claims against it from others like me who has taken their advice to transfer our pensions - PJ Milton offered me a low cost administration service to follow up with the FSCS ombudsman for compensation. Although I could have done the claim myself - I felt that using PJ Milton's experience would be helpful and it turned out to be very successful - my pension service providers had to be chased by PJ Milton to provide information to FSCS and this was done professionally. Although it takes many weeks for the FSCS to consider a claim and pay it - I was impressed with the outcome and the good value of using the PJ Milton service - I highly recommend them for others looking to received compensation for their pension losses if the losses came about because of the pension managers was not managing the pension as it was described to investors.”

4.4Superb13 Reviews

“I bviously this year 2020 has not been easy with the COVID19 PANDEMIC. Many have lost their jobs due to the PANDEMIC and i also lost mine too and i thought that was going to be the end of the world for me and my family untill i came across the most amazing trader Mrs George Stephanie she change my life. Stephanie has helped me earned more profit than what i received while i was still working. Mrs George Stephanie is trust worthy and you can invest $500 through her and earn $6,560 after 6 days of a succesful trader. contact Mrs George Stephanie and gain your financial freedom. Contact her through Email:[email protected] WhatsApp:+16269898464”

5Superb4 Reviews

“I have been a client of Irvine Financial Services for 30 years. I have always found both Glen and Craig to be very professional and helpful, whether it be insurance, pension advice or savings.I would have no hesitation in recommended them.”

3Average2 Reviews