Explore Financial Advisers Serving Ivybridge

John Davies Financial Consultancy provides expert financial planning services, including pension advice, inheritance tax strategies, trust management, and business-related financial solutions. With over 40 years of experience, we prioritize personalized, client-focused advice to help individuals and businesses achieve their financial goals. Our teams expertise ensures tailored strategies that align with each clients unique circumstances and aspirations.

As an independent financial advisory firm, Kelly Financial Management specialises in creating customised financial strategies for individuals and businesses across the UK. Our CFP-certified team delivers holistic planning solutions encompassing pensions, investments, estate management and corporate benefits packages. With a thirty-year track record of regulatory compliance and client-focused service, we empower clients to make confident financial decisions through transparent processes and regular review mechanisms.