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:
Dominic, who has been my financial advisor for the last 10 years, immediately helped me get on a better financial footing. I don’t have the time or inclination to read the money pages of the newspaper but luckily Dom has an extensive knowledge of the products available and I know he keeps abreast of all developments so that he can offer the very best advice to clients and make them aware of changes as soon as they happen. His advice on ISAs, Insurance and Wills has been invaluable and I’m sure it can’t be said of all IFAs. I look forward every year to having a catch-up in person with him.
KS, London
Torquay Harbour
01803 60 67 66    Send Online Message
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© 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 Bovey Tracey, Berry Pomeroy, Marldon, St Marychurch, Blagdon, Paignton, Abbotskerswell, Ipplepen, Heathfield, Dawlish, Teignmouth, Newton Abbot, Brixham, Buckfastleigh, Shiphay, Hay Tor, Stokeinteignhead, Shaldon, Torquay, Goodrington, Chelston, Kingskerswell, Maidencombe, Broadsands, Totnes, Plainmoor and more!