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Browse the Top 17 Financial Advisers Serving Devon

See what 17 financial advisers serving Devon, including Newton Abbot, Ivybridge and Plymouth, offer for pension planning, investment advice and financial protection. Read client feedback, explore adviser profiles and contact professionals suited to your needs.
Barnstaple (2)
Exeter (1)
Exmouth (1)
Ivybridge (3)
Newton Abbot (4)
Ottery St Mary (1)
Plymouth (3)
South Molton (1)
Tavistock (1)
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Personal Asset Management
Not rated yet
We have over 50 years combined experience in financial advisory services
Personal Asset Management offers independent financial advice across the South of England. Specialising in investment planning, mortgages, pensions, and inheritance tax solutions since 2008.
Investment advice Mortgage planning Pension management
01803 873978 Call Profile
Not rated yet
Town & Country Financial Advisors
34 Years
Not rated yet
We have over 30 years of experience in financial services across Devon
Independent financial advisers in Devon offering tailored retirement planning, mortgage advice, and estate planning solutions. Free initial consultation available.
Commercial Advice Retirement Planning Protection Advice
01769 574674 Call Profile
Not rated yet
Coast Financial
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We are fully qualified with experience in Agricultural and Commercial Finance.
Coast Financial offers expert financial planning services in Plymouth, Devon, including mortgages, equity release, pensions, and business protection. FCA-regulated advice tailored to your future.
Financial Planning Mortgage Advice Equity Release
01752 666165 Call Profile
Not rated yet
Milton Phillip J & Co PLC
41 Years
Not rated yet
Chartered Financial Planners with rigorous professional standards
Award-winning Chartered Financial Advisers offering tailored wealth management, retirement planning, and probate services in North Devon. Independent, ethical financial solutions since 1985.
Financial Planning Wealth Management Retirement Planning
01271 344300 Call Profile
Not rated yet
Howard Financial Services
Not rated yet
We are FCAauthorised and fully regulated advisers.
Our FCAregulated independent advisers deliver impartial investment, retirement and tax guidance for individuals and businesses, helping wealth grow safely.
Investment Advice Retirement Planning Tax Advice
01392 214444 Call Profile
Not rated yet
Manning and Company
33 Years
Not rated yet
We offer 30+ years of independent financial advisory experience
Trusted independent financial advisers in Ivybridge offering impartial mortgage, pension, and investment advice. Serving clients nationwide since 1993 with tailored financial solutions.
Mortgage Advice Pension Planning Equity Release
01752 837950 Call Profile
Not rated yet
Kelly Financial Management
33 Years
Not rated yet
We are a family-run firm with 30 years of experience in financial planning.
Trusted financial advisers in London offering retirement, investment, and estate planning. Family-run with 30 years' experience. Contact Kelly Financial Management today.
Retirement Planning Investment Planning Estate Planning
01548 830111 Call Profile
Not rated yet
John Davies Financial Consultancy
Not rated yet
We offer over 40 years of dedicated financial services experience
Trusted financial advisers in Ivybridge offering tailored pension, investment, and tax planning solutions. Over 40 years of expertise in securing clients' financial futures with personalised strategies.
Pension Advice Business Related Personal Insurance
01752 896943 Call Profile
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Maven Solutions
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We specialise exclusively in Limited Company accounting.
Maven Solutions provides specialist proactive accounting for Limited Companies, optimising tax efficiency, streamlining compliance, and delivering real-time financial insights to support sustainable growth.
Annual Accounts Corporation Tax VAT Returns
01392 908475 Call Profile
Not rated yet
Thomas & Gentry
23 Years
Not rated yet
Established in 2003 with continuous service since foundation
Thomas & Gentry offers independent financial advice in Newton Abbot, specialising in protection, mortgages, savings, investments, and pensions planning since 2003.
Protection Mortgages Savings
01404 815837 Call Profile