David has worked within financial services for over 27 years and since 1999 has been based in North Devon.

An experienced & qualified Independent Financial Adviser, advising across the spectrum of financial issues, offering a local and personalised service to business owners and individuals in North Devon & the South West. Based in Bideford but covering Barnstaple, Ilfracombe, Braunton, Torrington and beyond.

He and his team offer friendly independent advice on Retirement Planning, Investments & Savings and Protection needs (both Commercial and Personal) as well as more specialised advice areas. We have the ability to provide referrals to Commercial Financing Brokers for those businesses wanting to obtain financial support for new projects or expansion.

We provide Independent Mortgage advice on Residential, Buy-to-Let and Equity Release (lifetime mortgages). Your property may be repossessed if you do not keep up repayments on your mortgage.

We also provides advice and recommendation for those requiring Protection products including Life cover, Critical Illness and Income Protection.