Your local financial adviser for Torbay & South Devon.
Dominic Browning Torquay Financial Adviser Picture

Our firm offers a comprehensive, lifestyle financial planning service. Our primary goal is to help you achieve the lifestyle you have always wanted, without the fear of running out of money, whatever happens.

Lifestyle Financial Planning - Our typical client is either building or has built a capital lump sum, held in a mixture of deposits, investments and pensions. However, they do not know how much is "enough" to create or maintain the lifestyle they have always wanted. What they do know is they don't want anything less than what they already have. Our aim is to give them clarity about their financial future. We seek to make the rest of their life the best of their life.

Later Life Financial Planning - Over the years we have seen situations where family wealth has been decimated due to the failure to plan for all eventualities. Whilst this can happen at any age, it is a fact the older generation are most likely to face issues such as long-term disability and loss of mental capacity. Unlike most other advisers, we have made it our business to help our older clients protect their assets via our "later life" financial planning service.

So, if our typical client sounds like you or someone you know, or if you would like to put your affairs in order, please get in touch to arrange an initial meeting, the cost of which will be met by us.

For a no obligation, initial consultation, please contact us.

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Recent Feedback:
Dear Dominic, Many thanks for your letter dated the 5th of March. It was both clear and concise, and covered all the points we had discussed over our two very constructive meetings. Confirmation has been received from Canada Life, that the policy has been set up, and that your professional adviser fee will commence on the 01/04/2013. I will of course, contact you further, if I feel that our discussion on the overall value of the property and other investments,can be safeguarded to a greater degree. Will you please note, that I now have a new email address, and all future correspondence will be through gmail. Once again, my sincere thanks for your professional expertise.
RC, Kingsbridge
Torquay Harbour
01803 60 67 66    Send Online Message
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© Copyright 2020 Browning Financial Planning Ltd, Morar, Brooklands Lane, Torquay, TQ2 6PH. Telephone: 01803 60 67 66. Browning Financial Planning Limited, company number 8448809, is registered in England and Wales and is authorised and regulated by the Financial Conduct Authority (607455). Will writing is not regulated by the FCA.
We are members of the London Institute of Banking & Finance.
LIBF Member
Your local financial adviser for Torbay, Torquay, Paignton, Brixham and South Devon including Totnes, Teignmouth, Paignton, Brixham, Ipplepen, Stokeinteignhead, Marldon, Plainmoor, Kingskerswell, Dawlish, Bovey Tracey, Maidencombe, Abbotskerswell, Goodrington, Shiphay, Buckfastleigh, Shaldon, Heathfield, Torquay, Chelston, Newton Abbot, Broadsands, Blagdon, Hay Tor, St Marychurch, Berry Pomeroy and more!