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EX - Exeter

South West Financial
    Planning Services
    Limited


Independent Financial Advisor (IFA) in Barnstaple

South West Financial Planning Services Ltd

Address: 122, Boutport Street, Barnstaple, Devon. EX31 1TD
Telephone: 01271 325692
Fax: 01271 375589
E-mail: awatts@sw-fp.co.uk
Visit our Web Site: www.sw-fp.co.uk

Contact: Andrew Watts

General information

Charging method Commission or fees
General practitioner Commission or fees
Male IFA? Yes
Female IFA? Yes
Execution only Yes
Corporate to corporate Yes


Financial Business Areas:
  • Independent Financial Advisor (IFA) in Barnstaple
  • Mortgages
  • Personal Retirement Planning
  • Group pension/Stakeholder
  • Personal Protection
  • Healthcare/Long Term Care
  • Investment & Savings
  • Taxation Planning
Financial Business Area Exclusions:
  • None declared
Mortgage Areas:
  • Residential
  • Flexible
  • First Time Buyers
  • Self-Employed
  • Re-mortgage
  • Buy to Let
  • 100% Mortgages
General Insurance Areas
  • None declared
Company Description
Representatives of South West Financial Planning Ltd differentiate themselves from many Independent Financial Advisers by working as a team of specialists, in the way that a solicitor practice might work. This puts the interests of the client first and ensures that the most suitable advice is received.

South West Financial Planning Ltd is an appointed representative of Sage Financial Services Ltd.

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