Banks & Financial Services
Barclays Bank plc
| Contact | Mr Rob Hyde |
|---|---|
| Telephone | Mob 07775 541489 |
| Address | The Anchor Centre, Bridge St, Kingsbridge TQ7 1PJ |
| Profile |
Egerton Investments
| Contact | Mr Peter Higginbottam |
|---|---|
| Telephone | |
| Address | 4 Beacon Court, Great Gate, Cliff Rd, Salcombe TQ8 8LA |
| Profile |
Future Finance (South West) Ltd
| Contact | Mr Rupert Stephens |
|---|---|
| Telephone | 01548 531111 |
| Website | http://www.futurefinanceltd.com |
| Address | Gunn's House, Frogmore, Kingsbridge TQ7 2NR |
| Profile | Remember, money is only important in that it allows you to do what you want to do. Future Finance takes a radically different approach to Financial Planning; it’s not about products, it’s about planning, it’s about you. Future Finance has six primary objectives: 1.To help clients to be financially well organised now and in the future; 2.To help them to understand clearly where they are now in financial terms; 3. To help them to define and to cost their current lifestyle; 4.To help them develop and implement a Plan to achieve their desired future lifestyles;5. To help them make sensible provision for possible financial catastrophes; 6. To help them mitigate tax liabilities wherever possible. |
HSBC plc
| Contact | Mr David Madge |
|---|---|
| Telephone | 08457 606060 |
| Address | Forder House, Plymouth Intl Business Park, Plymouth PL6 5ZE |
| Profile |
LloydsTSB plc
| Contact | |
|---|---|
| Telephone | |
| Address | 65 Fore St, Kingsbridge TQ7 1PN |
| Profile |
Martin Beck Wealth Management
| Contact | |
|---|---|
| Telephone | Mr Martin Beck |
| Website | http://www.martinbeck.co.uk |
| Address | Kennedy, Thurlestone, Kingsbridge TQ7 3NP |
| Profile | Martin is a specialist Investment Advisor, including Pensions and Trusts, as well as focusing on inheritance tax mitigation and long term care. He represents St. James's Place Wealth Management. |
NatWest Bank plc
| Contact | Mr Jon Holwill |
|---|---|
| Telephone | 01752 274624 |
| Address | PO Box 24, 4th Floor,, St Andrew's Cross, Plymouth PL4 0WA |
| Profile |
Sabre Financial Planning
| Contact | Mr Stuart Read |
|---|---|
| Telephone | 01548 856444 |
| Website | http://www.sabrefinancial.co.uk |
| Address | 3 South Place, The Promenade, Kingsbridge TQ7 1JE |
| Profile | We are an independent, well established and dedicated team of qualified advisers, who specialise in providing clear and impartial advice in all areas of your financial planning. Based in the South West, our business is built on honesty, trust and integrity. We offer a personalised service tailored to your individual and business needs. This approach means the best and most appropriate advice is given to you at all times. |