Welcome...
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.

Latest
Saving regularly is one of the most important ways to increase wealth and achieve financial independ...
From April 2019, the Government are changing the way they charge Probate Fees, which means that for ...
With markets around the world continuing to prove unpredictable as momentous financial and political...
A national saving and investment survey has shown only 7% of people have spoken to their parents abo...
Sound financial planning is not only good for your bank account – it could actually improve your l...
Recent Feedback:
I have been a client of Dominic's for over 16 years. Over this time he has assisted me in managing all aspects of my finances including my mortgage, pension, ISA, life cover and will. His advice has always been invaluable and has enabled me to remain on a sound financial footing during recent difficult times. Dominic communicates with me regularly via telephone or e-mail and at least once a year makes a personal visit where we discuss at length my entire portfolio. At this meeting he demonstrates a sound knowledge of the current financial market and makes changes to my policies to ensure that they are always working to their maximum. I have no hesitation in recommending Dominic services to any potential customers as he is a very committed individual who always strives to do the best for his clients. Keep up the good work.
AF, Yorkshire
Torquay Harbour
01803 60 67 66    Send Online Message
Privacy Policy
© Copyright 2019 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 St Marychurch, Ipplepen, Kingskerswell, Totnes, Stokeinteignhead, Torquay, Plainmoor, Maidencombe, Heathfield, Newton Abbot, Marldon, Shaldon, Dawlish, Teignmouth, Berry Pomeroy, Goodrington, Chelston, Brixham, Blagdon, Paignton, Hay Tor, Bovey Tracey, Shiphay, Abbotskerswell, Broadsands, Buckfastleigh and more!