Business Details
34 Years
experience
Trusted Financial Advisers in Devon
Established over 30 years ago, Town & Country Financial Advisors has built a reputation as a trusted provider of comprehensive financial planning solutions across Devon. Our team of fully qualified advisers delivers independent, jargon-free advice tailored to individual client needs, covering pensions, mortgages, protection, estate planning, and business succession strategies. With a commitment to transparency, we offer free initial consultations and provide written proposals outlining all costs before any work commences.Our integration with Tuckers Legal Advisers enables seamless support for wills, trusts, and estate planning matters. We serve clients at their premises or our offices in Lynton, Taunton, and Barnstaple, covering the entire South West region. Our advisers maintain deep expertise in both personal and corporate financial solutions, ensuring clients receive strategic guidance aligned with evolving regulatory frameworks and market conditions.
Services
Commercial Advice
Retirement Planning
Protection Advice
Mortgage Advice
Estate Planning
Investments
Group Pensions
Equity Release
Tax Planning
Business Succession
Details
- Year established: 1992
Highlights and features
- We have over 30 years of experience in financial services across Devon
- Our advisers are fully trained and experienced in all aspects of financial services
- We offer free initial consultations with no obligation to proceed
- We cover the entire South West including Barnstaple, Exeter, and Taunton
- We provide integrated legal and financial planning solutions through Tuckers Legal Advisers
Associations and certifications
- Financial Conduct Authority
Services
Retirement Planning
Our retirement planning service helps clients prepare for financial security in later life. We analyse pension options, tax implications, and long-term care requirements while considering equity release solutions. With market volatility affecting investment values, our advisers create tailored strategies to ensure sustainable income streams. We provide clear guidance on government contributions and regulatory frameworks.
Mortgage Advice
We offer expert mortgage guidance for first-time buyers, home movers, and remortgagers. Our analysis covers repayment structures, interest rates, and regulatory considerations. We explain differences between repayment vehicles while highlighting risks associated with secured lending. Our market expertise helps clients navigate complex product offerings from multiple lenders.
Estate Planning
Our estate planning service focuses on minimising inheritance tax liabilities and ensuring smooth asset transfer. We coordinate wills, trusts, and life insurance policies while explaining tax exemptions and probate processes. The service addresses care home fee planning and generational wealth preservation strategies within regulatory parameters.
Protection Advice
We provide comprehensive protection solutions covering life assurance, critical illness cover, and income protection policies. Our advisers explain policy terms, premium structures, and claim conditions while matching coverage to individual circumstances. The service considers both personal and business-related protection requirements.
Commercial Advice
Our corporate financial services address business succession, key person insurance, and pension auto-enrolment requirements. We advise on commercial property financing, shareholder protection, and tax-efficient business structures. The service integrates risk management strategies with long-term organisational growth planning.
Questions
What financial services do you offer in Devon?
We provide comprehensive financial planning including retirement strategies, mortgage advice, protection policies, estate planning, and business succession solutions.
Are your financial advisers qualified?
All our advisers hold full qualifications and maintain ongoing professional development in financial services and regulatory compliance.
Do you offer free initial consultations?
Yes, we provide free initial consultations to discuss your financial needs without any obligation to proceed.
How do you ensure independent financial advice?
We operate independently without ties to specific providers, enabling us to offer truly impartial recommendations across the market.
What areas do you cover in Devon?
We serve clients throughout the South West including Barnstaple, Exeter, Taunton, and surrounding areas.
Can you help with business financial planning?
Yes, we specialise in corporate financial advice including group pensions, key person insurance, and business succession planning.
