Business Details
33 Years
experience
Independent Financial Advisers in Ivybridge, Devon
Established in 1993, Manning and Company and Company has built a reputation as a trusted independent financial advisory firm serving clients across the UK. Our team of Chartered Financial Planners and experienced advisers specialises in delivering impartial, tailored financial solutions for individuals and businesses. With over 30 years of combined expertise, we focus on life planning approaches that align financial strategies with personal goals. Our independence from financial institutions ensures unbiased advice across mortgages, pensions, equity release, and investment portfolios.Recognised in The Parliamentary Review and the Equity Release Council, we maintain rigorous compliance standards while prioritising long-term client relationships. Our client retention rate reflects our commitment to transparency, regular communication, and ethical practices that place client needs above all else.
Services
Mortgage Advice
Pension Planning
Equity Release
Investment Management
Business Services
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of independent financial advisory experience
- Our team includes Chartered Financial Planners with specialist qualifications
- We maintain transparent fee structures with no hidden costs
- We provide lifetime financial planning with regular portfolio reviews
- We hold professional indemnity insurance for client protection
Associations and certifications
- The Parliamentary Review
- Equity Release Council
- Chartered Insurance Institute
What people say
Extremely professional
Positive about my pension
No trouble at all
Trustworthy advisors
Personalised service
Services
Mortgage Advice
We provide comprehensive mortgage advisory services covering first-time purchases, remortgaging, and buy-to-let investments. Our independent status allows access to the whole market, ensuring competitive rates tailored to individual circumstances. With specialist advisers like Alison Davis CeMAP, we guide clients through the entire process while maintaining high service standards.
Pension Planning
Our pension specialists create tailored retirement strategies considering current provisions, tax efficiency, and future aspirations. Paul Northmore Dip PFS leads our team in developing long-term plans that adapt to changing life circumstances while ensuring regulatory compliance and optimal fund growth through strategic investment choices.
Equity Release
We offer specialist equity release advice helping clients access property wealth while maintaining financial security. Patrick Goddard's expertise ensures clients understand lifetime mortgage options and their inheritance tax implications, with solutions tailored to individual needs and future care requirements.
Investment Management
Our investment services focus on building diversified portfolios aligned with risk profiles and financial goals. Using advanced market analysis tools and regular portfolio reviews, we help clients grow wealth through strategic asset allocation while maintaining appropriate risk controls and liquidity management.
Business Services
We provide tailored financial solutions for businesses including succession planning, employee benefits, and cashflow management. Our team works closely with business owners to develop growth strategies, implement tax-efficient structures, and ensure long-term financial sustainability through proactive advisory services.
People
Paul Northmore
Managing Director
Dip PFS qualified with 30+ years' experience, Paul specialises in life planning approaches to financial advice. He has led Manning and Company and Company since 2010, maintaining long-term client relationships while serving as charity trustee.
Lisa Julian
Director & Chartered Financial Planner
Fellow of the Personal Finance Society with 20+ years' industry experience, Lisa specialises in pension transfers and comprehensive financial planning. She became a director in 2018 and holds multiple professional qualifications.
Mike LeGassick
Director & Lifestyle Financial Planner
With 30 years' experience, Mike focuses on financial life planning to help clients achieve lifestyle goals. He authored 'Your Money and Your Life' and specialises in holistic financial solutions.
Patrick Goddard
Director & Independent Financial Adviser
Since joining in 2010, Patrick has applied 30+ years' industry experience to provide tailored solutions across equity release, protection, and investment planning while maintaining client-focused advisory services.
Alison Davis
Mortgage & Protection Adviser
CeMAP qualified since 2005, Alison specialises in mortgage solutions for first-time buyers to portfolio landlords. She prioritises client needs while maintaining high service standards through independent market analysis.
Questions
What areas do Manning and Company and Company and Company serve?
Based in Ivybridge, Devon, we serve clients throughout Plymouth, South Devon, and the wider UK through our independent advisory services.
Are your financial advisers qualified?
All our advisers hold professional qualifications including Dip PFS, CeMAP, and Chartered Financial Planner status, with 20-30 years' industry experience.
How do you charge for financial advice?
We maintain transparent fee structures with charges based on service complexity. Package options include Pay As You Go, Review, and Proactive plans with detailed cost breakdowns.
Can you help with first-time mortgages?
Yes, our specialist mortgage advisers provide whole-of-market solutions for first-time buyers, including competitive rate comparisons and application process guidance.
Do you offer pension transfer services?
Lisa Julian, our Pension Transfer Specialist, provides comprehensive advice on pension consolidation and transfer options while ensuring regulatory compliance and tax efficiency.
How often do you review financial plans?
We recommend annual reviews for basic packages, with proactive clients receiving quarterly investment monitoring and regular portfolio performance updates.
