FINANCIAL ADVISERS GET in touch Town & COuntry

Got a question? We'd love to hear from you.

    About Us

    We're here to help

    Whatever the question, Town & Country Financial Advisers Ltd can help you. We take pride in dealing with our clients' Financial matters clearly and professionally. We understand that you have worked hard to accumulate your wealth and are here to offer full financial planning so that your family’s lifestyle will not be compromised during life’s uncertainties. 

    Services

    Find a Service to Suit Your Needs

    Pensions are a tax-efficient way of saving for your future retirement. Every time you contribute, the Government does too.

    Mortgages are loans secured against property, they convey conditional rights of ownership to a lender as security on the loan.

    A contract between a policyholder and an insurer which accepts a monthly premium against a defined payment or paying benefits to policyholders who die or are incapacitated and unable to work due to illness or accident.

    Planning to legally minimise the tax imposed on estates when a person or persons become deceased.

    Spending money in the hope of future benefits actualized within a specified date or time frame.

    Assisting your business through the auto-enrolment process.

    Why Choose Us

    Friendly, approachable and professional service

    We make our recommendations on the very best ways to utilise your money and create a bespoke plan that enables you to achieve your goals. We will perform a complete review and take things from there, answering any specific questions or queries you may have and making recommendations to achieve your end goals. Appointments can be at your premises or ours, travelling is not a problem.

    We cover the whole of the South West including the following and surrounding areas: Barnstaple, Exeter, Tiverton, South Molton, Ilfracombe, Combe Martin, Woolacombe, Crediton, Bideford, Hartland, Torrington, Bude.

    Your home may be repossessed if you do not keep up the repayments on your mortgage.

    Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

    The value of your pensions and investments can fall as well as rise. You may get back less than you invested.

    The Financial Conduct Authority do not regulate estate planning and auto enrolment.

    This Payment Protection Insurance is optional. There are other providers of Payment Protection Insurance and other products designed to protect you against the loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk

    image

    Mrs B, Harrow
    If you, like me, have no idea of what your pension options are going to be, I would strongly advise you to contact Andy Clarke for any advice on pensions. (more…)

    Mrs B, Harrow
    image

    Miss O, Bideford
    Andy has been my financial adviser for several years now.  My goal through this time has been to build an investment “nest egg” and he has supported this throughout, managing my investment product in line with my requirements and taking account of my attitude to risk. (more…)

    Miss O, Bideford
    image

    Miss D, Bideford
    We were first time buyers and used Town and Country Financial Advisers to provide us with our mortgage and life insurance. (more…)

    Miss D, Bideford
    Miss D, Bideford
    image

    Mr C, Braunton
    After trawling through in internet looking for a better mortgage deal I thought I would change tact and look for a local company to search on my behalf just as a comparison. (more…)

    Mr C, Braunton
    image

    Miss B, Yelland
    When purchasing my first home I contacted Town and Country to find out about getting a mortgage. Despite never going through the process of buying a house before, Town and Country were able to guide me through getting a mortgage and look for the best one out there. (more…)

    Miss B, Yelland

    Meet the Team

    Andrew Clarke

    Financial Adviser

    Stephanie Woodhouse

    Financial Adviser

    Dave King

    Paraplanner & Financial Services Team Leader

    Karen Duncan

    Financial Adviser
    CALL US
    01271 458121
    OR
    Message Our Team