Our firm offers a comprehensive, 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.
Am I going to be okay?
One of the greatest fears we face as we get older is running out of money in retirement. When you are young, retirement seems a long way off and something to put off until a later date.
Are my family going to be okay?
Most people want to leave their families both the maximum inheritance and the minimum hassle.
It is commonplace to search on the internet for the best Cash ISA available. You could be looking for instant access, a fixed term or something else. But providers do not make it very clear whether their product is flexible or not. Continue
"Money isn't the most important thing in life, but it's reasonably close to oxygen on the 'got to have it' scale." - Zig Ziglar, motivational speaker. Continue
If you give away an asset, you normally have to survive 7 years before the gift is outside your estate for Inheritance Tax (IHT). Continue
Browning Financial Planning Ltd is a family-owned financial planning firm based in Chelston, Torquay.
We offer our services throughout South Devon and beyond.
As financial advisers, our core business is providing advice on our clients' investments and personal pensions.
As financial planners, we help you to build a long-term financial plan.
1. What do you want to achieve between now and when you die?
2. When can you stop doing what you no longer enjoy?
3. When can you start doing more of the things you love?
4. How much do you need to sell your business for, to live the life that you want, without the fear of running out of money, whatever happens?
5. What needs to happen to secure your family’s future so they never have to worry about running out of money, whatever happens?