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66%

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4.9out of 5

Daniel Aslett

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Services:  Investments & Savings, Tax Planning, Pension and Retirement, Offshore investing, Stockbroking services, Annuities
I am one of the two directors at Equitas Financial (UK) Ltd. Equitas Financial (UK) Ltd are one of only a few companies that have been awarded the cov... Read More
Serves clients with: Over £50k of investable assets or household income
Chartered Financial Planner
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63%

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5.0out of 5

Andrew Moore

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Services:  Investments & Savings, Pension and Retirement
I look after the investment and pension needs of select clients that value an evidence based sensible approach to investments and the feeling that the... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

58%

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Paul Molyneux

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Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement, Equity Release, Annuities
As a Investment advisor with over 30 years experience, Paul can help with most areas of financial advice and specialises in Investments, Estate planni... Read More
Serves clients with: Over £500k of investable assets or household income
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56%

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4.9out of 5

Stephen Marker

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% clients advised in each area  :

Investments

95%

Annuities

11%

Mortgages

26%

Pensions

63%

Insurance & Protection

37%

Later life planning

11%
Stephen started his career in the banking sector, holding senior positions in commercial finance for a major high street bank before deciding on a cha... Read More
Serves clients with: Over £100k of investable assets or household income
Stephen's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

54%

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David Mayo

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children, Annuities
Serves clients with: Over £100k of investable assets or household income
Chartered Financial Planner
Contributor

53%

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Jim Lowther

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Equity Release, Mortgages
LFP Asset Management are Independent Financial Advisers and Mortgage Brokers who specialise in providing Financial & Mortgage advice to individuals an... Read More
Serves clients with: Any level of wealth
Chartered Financial Planner

Latest client reviews of Plymouth IFAs

Paul takes time to assess needs and explains everything in a language that is understandable. I do n....left with the feeling that he really understands me, my family and what we wanted from our capital.    Read More
David Wallis
Andrew has an excellent professional approach to giving his clients advice, and you feel you can spe....e is an advantage for clients visiting. Documentation is clear and legibly set out for the clients.    Read More
Sally Warley

Can't find the right Plymouth IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Plymouth.

Stuart WhaleMortgages Explained Ltd
Christopher MasonGoodmans Financial Planning Ltd
Paul FreemanFinancial Management Services Ltd
Marcus ConnellMFS Partnership (SW) LLP
Philip LeechLeech & Burgess IFA LLP
Ian SaundersI Financial Solutions Limited
Ian TandyIT Associates Financial Planning Ltd
Mike AppsCMB Independent Mortgage Consultants Ltd
Looking for a different Independent Financial Advisor (IFA) in Plymouth? Search by name