Business Details
We have been providing independent financial advice since our formation in 1995, giving us over 28 years of experience in the industry. Our firm is led by founder Richard Loughton alongside directors Lucy Loughton and Will Loughton, ensuring continuity and deep expertise. We have built our reputation on the three core maxims of integrity, professionalism, and impartiality in every client interaction. Our bespoke financial planning service is designed for the long term, delivering strategies that precisely fulfil each client's unique requirements. This approach has fostered exceptional client loyalty and enduring relationships with both individuals and professional partners. We develop long-term relationships grounded in a desire to employ our hard-earned technical knowledge for our clients' benefit.
Our team exercises extensive market knowledge to help clients choose the most effective path toward their financial goals. We also share our life experience when advising on matters that extend beyond pure financial calculations. As a trading name of JPRS (South West) Ltd, we are authorised and regulated by the Financial Conduct Authority. We offer a complimentary initial meeting so prospective clients can discuss their needs without obligation. Our holistic service covers retirement planning, investment management, estate planning, and tax efficiency under one roof. We remain committed to the highest professional standards and to securing our clients' financial independence.
Our team exercises extensive market knowledge to help clients choose the most effective path toward their financial goals. We also share our life experience when advising on matters that extend beyond pure financial calculations. As a trading name of JPRS (South West) Ltd, we are authorised and regulated by the Financial Conduct Authority. We offer a complimentary initial meeting so prospective clients can discuss their needs without obligation. Our holistic service covers retirement planning, investment management, estate planning, and tax efficiency under one roof. We remain committed to the highest professional standards and to securing our clients' financial independence.
Highlights and features
- We have provided bespoke financial planning since 1995.
- Our advice is built on integrity, professionalism, and impartiality.
- We are authorised and regulated by the Financial Conduct Authority.
- Our holistic approach covers retirement, investment, estate, and tax planning.
- We offer a complimentary initial meeting to discuss your needs.
Services
Holistic Financial Planning
We provide a complete package of services ensuring all aspects of your financial planning are considered. Our bespoke strategies fulfil long-term requirements for individuals, trustees, and companies. Clients gain a clear grasp of their present situation and effective resource utilisation.
Investment Portfolio Management
We work with individuals and trustees to manage their investments efficiently on an advisory basis. Our team employs hard-earned technical knowledge to optimise portfolio performance. Clients benefit from tailored investment strategies aligned with their personal financial goals and risk tolerance.
Pre and Post Retirement Planning
We help clients check they are on track for retirement and stay on course throughout later life. Our service addresses pre-retirement preparation and post-retirement income sustainability. Clients achieve financial peace of mind through comprehensive structured planning for their retirement years.
Estate and Tax Planning
We ensure careful planning so clients derive maximum benefit now while securing the best outcome for beneficiaries. Our expertise covers inheritance tax mitigation and efficient wealth transfer strategies. Clients protect their legacy through proactive, compliant arrangements tailored to their circumstances.
Wealth Management
We provide a full suite of financial planning services to private individuals, trustees, and companies. Our integrated approach combines investment management, retirement planning, and estate strategies. Clients receive coordinated advice that optimises their entire financial position over the long term effectively.
