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:
We have known Dominic since he was recommended to us in 2004. Since then we have used his services for all aspects of financial advice. Dominic has helped and advised us with house buying, pensions, long term savings, investment advice, cost savings required as our family grew and security for the future including helping us both write our Wills. During the time we have worked with Dominic he has provided us with excellent advice and support. He is always available to advise and his friendly yet professional approach is appreciated. Dominic manages to give a human face to financial planning who we class as a friend and don't feel we are just another client. I can confidently recommend Browning Financial Planning and have done to various family members and colleagues in the past.
IL, Cambridge
Torquay Harbour
01803 60 67 66    Send Online Message
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© Copyright 2018 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.
Your local financial adviser for Torbay, Torquay, Paignton, Brixham and South Devon including Kingskerswell, Newton Abbot, Goodrington, Shaldon, Dawlish, Maidencombe, Buckfastleigh, Ipplepen, Bovey Tracey, Shiphay, Totnes, Paignton, Abbotskerswell, Marldon, Stokeinteignhead, Heathfield, Plainmoor, Hay Tor, Blagdon, Chelston, Teignmouth, Broadsands, Berry Pomeroy, Torquay, St Marychurch, Brixham and more!