“Have had the pleasure of dealing with Jonathan for over a year now and find him very competent at his job. Plus he's a nice guy which really helps! 5*”
— Caroline
“I find Jonathan very professional and knowledgeable. He explains the whole process in simple terms that works for me perfectly.”
— Wayne
Visit our High Street offices
We operate an Open Door policy
We are passionate about serving the entire community and manage private clients from many different backgrounds and with vastly differing assets. Our commitment to service remains the same. We may offer:
- Initial meetings, research and analysis undertaken at our cost
- Independent risk and performance analysis free of charge
- Reveal your investment performance against comparable peers
- Understand your actual risk exposure using independent tools
- Regular financial reviews for existing clients
- Competitive, transparent charging structure
- Home visits and out of hours appointments
6 East Street, Okehampton, Devon EX20 1AS
PENSIONS | INVESTMENTS | PROTECTION | ESTATE PLANNING & INHERITANCE TAX | TRUSTS | BESPOKE PORTFOLIO MANAGEMENT
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