Money Matters: Discover the Best Financial Advisers in Ivybridge

Kelly Financial Management is a family-run financial planning firm based in Devon and London, providing holistic advice throughout the United Kingdom. With over 30 years of experience, they offer a range of services including personal finance, financial protection, retirement planning, investment planning, estate planning, and enterprise services. They pride themselves on being fully licensed and certified, with 100% of their Financial Planners being Certified (CFP) qualified.

John Davies Financial Consultancy are expert financial planners, providing tailored financial advice and guidance to help individuals and businesses achieve their financial goals. With over 40 years of experience, their team of experts offers a personal approach, attentive service, and provision of tailor-made solutions. They provide a wide range of services, including investment advice, pension planning, inheritance tax planning, and much more. Their expert financial planning consultants work closely with clients to understand their individual needs and objectives, providing bespoke financial solutions to help achieve their financial goals. Whether you're looking to grow your wealth, secure your financial future, or plan for retirement, John Davies Financial Consultancy is here to help.