Adding significant value through our expert knowledge of the market...
Constructing investment plans to meet our clients’ objectives...
A cost effective way to manage and protect against risk...
Key protection against the risk of financial consequences to your business
Welcome to Torbay Financial Services
We are passionate about helping people organise their financial affairs to achieve the best possible outcomes, distributing their income and savings in the most efficient way so that their financial goals are met while allowing them to get on with living!
The value of pensions and investments can fall as well as rise, you may get back less than you invested.
Retirement
At Torbay Financial Services, we construct investment plans to meet our clients’ objectives and agreed appetite for risk.
We provide retirement advice to private individuals as part of their comprehensive financial planning. Our experience has shown that we can add significant value through our knowledge of the market.
This section covers our investment planning strategies.
Investments
We construct investment plans to meet our clients’ objectives and agreed appetite for risk.
Business
We can help you in determining how a business will afford to achieve its strategic goals and objectives.
Protection
Personal, family & business insurance explained clearly and concisely so that you can make informed choices.
Based in TORBAY, our mission is to help our clients make more of their financial planning, by providing first rate advice in the areas of investments, pensions, wealth management, mortgage finance, insurance, protection and tax.
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We firmly believe in empowering our clients so that they not only understand and are comfortable with the plans we set up, but really engage and interact with the planning process to get as much out of our service as possible. We always do everything we can to ensure our advice is straightforward and exceeds expectations.
*The value of pension and investments can fall as well as rise. You may get back less than you invested.
*The FCA do not regulate tax planning and auto enrolment
Our clients see us as the first port of call whenever they have a money related question or query. If we are unable to advise directly, then we have an established network of professionals in accountancy and law whom we are able to bring in to complement our proposition.
'I,m a doctor: do I need financial advice?'
Changes to NHS pensions mean professional help is a must for busy medical people who do not want to risk the shock of an unexpected tax bill.
Please read the attached Quilter article which was published in The Telegraph.
If you wish to discuss your NHS pension and financial outlook please give Paul, our principle adviser, a call on: 07891 614559
extranet.intrinsicfs.com/downloads/library/Value-of-Advice-Campaign---Article-8---I-am-a-Doctor.-...
'Why talking about money is good for your health'
Beginning to organise your finances may seem a daunting step for some but doing so can reduce stress levels, leading to a healthier and happier lifestyle. This article offers tips for readers on how to start open and honest discussions about money, not only to improve their financial well-being but also their health.
Take time to read the attached Quilter article which was published in The Telegraph.
extranet.intrinsicfs.com/downloads/library/Value-of-Advice-Campaign---Article-7---Why-talking-mon...
Guide to Our Services Brochure
Download our Guide to Our Services brochure
(Adobe PDF)
About Our Ongoing Services Brochure
Download our About Our Ongoing Servcies brochure
(Adobe PDF)
