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.
Don't pay more tax than you need to....
Please read this end of tax year Fact sheet and if you need help with achieving this please call Paul our Adviser over the next couple of weeks. The 2019/20 tax year ends 5 April 2020!
☎️ 07891 614559
extranet.quilterfp.co.uk/downloads/library/L8092-2019-and-2020-Tax-Year-End-Factsheet---FINAL.pdf
Between the Lines - week 06
In this week's edition you will find articles and graphics including:
⭐️Red alert: China’s stock market plummets on first day back
⭐️Tesla: Heading for a crash?
⭐️Siemens rides out slump
⭐️BP raises dividend before Looney takes charge
⭐️City watchdog worried about the pound
⭐️Prime mover
...and more.
extranet.quilterfp.co.uk/downloads/220-0087-between-the-lines---week-6.pdf
We offer Whole of Market Protection advice.
🦸♀️ Personal Protection
🦸♂️Life Insurance
🦸♀️Critical Illness
🦸♂️Business Protection
🦸♀️Corporate Protection
Did you know that just 31% of self employed people have Critical illness or Life Insurance!!
Come in for a free chat on what's suitable for you, your family and your business.
#torbayfinancialservices
#Protection
#criticalillness
#lifeinsurance
#sick
#injured
#dependents
#partner
#children
Thank you Charlie C, Anonymous and Heather for getting the ball rolling with your kind donations - you are very kind!
Paul and our son (plus many members of Diverse Fitness) DiverseFitness Torbay have signed up for The Male Trail.
Rowcroft will again be 1 of our chosen local charities we will be supporting in 2020.
If you would like to donate please click on the Just Giving link below. Thank you 👍
Rowcroft Hospice
www.justgiving.com/fundraising/themaletrail-paulginley
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)
