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.
Please watch our short video testimonial from Adam Dyson, Managing Director of Greenlight Mortgages, Reddenhill Road, Torquay - thank you Adam - it was a pleasure advising you and your wife 🙂
Greenlight Mortgages Ltd
A wonderful testimonial from Adam Dyson, Managing Director of Greenlight Mortgages, Reddenhill Road, Torquay, who recently took advice around his pension options and future financial planning.
Read the latest Quilter Cheviot weekly comment ~ an interesting read on European Markets and updates.
Weekly comment: Europe reopens - Quilter Cheviot | Investment Management Services | Private Clients
quiltercheviot.com
Europe continues to ease the lockdown, with few regrets so far. As Germany’s central bank declares that the ‘recovery is under way’, join Richard Carter and Sebastian Scott for the rundown on the recovery and what the coming week holds for investorsAs the Government moves into the next phase of the Coronavirus response, investors are turning their attention to what the future of the global economy may hold.
Quilter has created an article looking at the key issues affecting the future direction of the global economy. This includes the economic legacy of the pandemic and potential long term effects on our way of life.
www.quilter.com/SysSiteAssets/quilter/documents/220-0616-the-future-of-the-global-economy.pdf
LATEST ECONOMIC REVIEW of April 2020
Quilters monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future.
It is not intended that individual investment decisions should be taken based on this information; we are always ready to discuss your individual requirements. We hope you will find this review to be of interest.
⏰Inflation set for further falls
⏰UK braced for record slump with a bounce back expected
⏰Welfare claims rise sharply
⏰ Retail sales in decline
extranet.quilterfp.co.uk/downloads/library/Quilter-FP_ER-May20_of-Apr20_v1.pdf
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)
