Retirement advice...

Adding significant value through our expert knowledge of the market...

Strategic investment planning

Constructing investment plans to meet our clients’ objectives...

Insurance: Personal, family & business

A cost effective way to manage and protect against risk...

Business...

Key protection against the risk of financial consequences to your business

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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.

Learn more…

Investments

We construct investment plans to meet our clients’ objectives and agreed appetite for risk.

About investments…

Business

We can help you in determining how a business will afford to achieve its strategic goals and objectives.

Find out how…

Protection

Personal, family & business insurance explained clearly and concisely so that you can make informed choices.

Find out more…

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.

 

Download our latest FREE NEWSLETTER

 

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.

CAN YOU AFFORD NOT TO HAVE INCOME PROTECTION?

Please ask yourselves the following questions 🤔Here at Torbay Financial Services we can offer you face to face advice so that you get the Income Protection that is right for you.

Do you rely
on a job for your
monthly income?

■ One million workers a year
suddenly find themselves unable
to work due to a serious illness
or injury. Around 250,000 each
year leave employment
completely due to ill health.
■ Are you self-employed?
How would your business
fare in your absence?
■ What other income sources
do you have, if any?
■ Do you need to be fit and healthy
in order to keep benefiting from
these other income sources?
...

CAN YOU AFFORD NOT TO HAVE INCOME PROTECTION?

Please ask yourselves the following questions 🤔Here at Torbay Financial Services we can offer you face to face advice so that you get the Income Protection that is right for you.

Do you rely
on a job for your
monthly income?

■ One million workers a year
suddenly find themselves unable
to work due to a serious illness
or injury. Around 250,000 each
year leave employment
completely due to ill health.
■ Are you self-employed?
How would your business
fare in your absence?
■ What other income sources
do you have, if any?
■ Do you need to be fit and healthy
in order to keep benefiting from
these other income sources?

 

Comment on Facebook

Sorted income protection for my son and a lot cheaper than we thought it would be. Would recommend everyone thinks about this if you haven't got cover through your work.

+ View previous comments

19 hours ago

Torbay Financial Services

Celebrating the combined effort of all the residents and traders in St Marychurch and surrounding areas.

#keepingitlocalThank you to Sally and Abbi @Fiesta Red Florists, for our wonderful card and a share of the 2019 Scarecrow festival money.
BBB🌿🌹🌼🌼🌿
...

Celebrating the combined effort of all the residents and traders in St Marychurch and surrounding areas. 

#keepingitlocalImage attachmentImage attachment

Psst Hey Buzz. Come on Buzz I can't do this without you. I need your help!

Another Scarecrow Festival in St Marychurch and Babbacombe comes to an end. What a fantastic week. The precinct was Buzzing (excuse the pun). Traders were overjoyed to see so many happy, smiley people. Watch this space for more activities and events in St Marychurch and Babbacombe throughout the year. 👍😀
...

Psst Hey Buzz. Come on Buzz I cant do this without you. I need your help!

Another Scarecrow Festival in St Marychurch and Babbacombe comes to an end. What a fantastic week. The precinct was Buzzing (excuse the pun). Traders were overjoyed to see so many happy, smiley people. Watch this space for more activities and events in St Marychurch and Babbacombe throughout the year. 👍😀Image attachment

Comment on Facebook

Where’s Andy when he needs him 😢

+ View previous comments

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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)

66 Fore Street
St Marychurch, Torquay
Devon TQ1 4LX

e: paul@torbayfinancialservices.co.uk
t: 01803 411460   m: 07891 614559

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