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Independent Financial Planning

ShoreFinancialIndependentFinancialPlanningAt Shore Financial Planning (Plymouth) we are passionate about customer service and the value of financial planning. We encourage you to bring a spouse if you have one (or a trusted friend) to any or all of our face to face meetings. We have experienced and well qualified advisers in various parts of southern UK and our office team are based in Plymouth, Devon. Our service starts with a detailed assessment of your circumstances and what you are trying to achieve. We assess your risk profile and establish a full picture of your needs and objectives over the short, medium and long term. This enables us to provide a detailed and bespoke financial plan which we will agree with you before implementation. We will also liaise , if appropriate, with other professionals you may have engaged such as accountants or solicitors. We subsequently review your plans at least annually depending on the complexity of the arrangements.

We work only on a fee basis, agreed by you before any work is done. We do not receive commission for the advice we give. We are an Independent Financial Adviser based in Plymouth (IFA), so have access to the whole market for appropriate products and solutions and are not tied to any providers. We are directly regulated by the Financial Conduct Authority (FCA).