As a financial adviser in Totnes with over 30 years' experience, I offer a comprehensive financial planning service for all your pension, investment and protection needs. My aim is to ensure that the advice you receive is up-to-the minute, pertinent, forward-looking and most important of all - cost effective.
Using the latest technology and systems I can help you understand your current position in relation to your short, medium and long term goals and implement strategies which will allow you to protect and develop your assets.As a directly authorized independent financial adviser I have no ties to any product provider and can concentrate on finding the best and most cost effective solution for your needs.
Using the latest technology and systems allows my clients to access their financial information in a safe and secure environment. Essentially, it means I can offer you more of what you are looking for - irreproachable advice and impeccable personal service. Charles Doody of Dart Financial Advice offers independent financial advice to individuals, small business owners and trustees within Totnes and surrounding areas.
Using the latest technology and systems I can help you understand your current position in relation to your short, medium and long term goals and implement strategies which will allow you to protect and develop your assets.As a directly authorized independent financial adviser I have no ties to any product provider and can concentrate on finding the best and most cost effective solution for your needs.
Using the latest technology and systems allows my clients to access their financial information in a safe and secure environment. Essentially, it means I can offer you more of what you are looking for - irreproachable advice and impeccable personal service. Charles Doody of Dart Financial Advice offers independent financial advice to individuals, small business owners and trustees within Totnes and surrounding areas.
Services
When we first get together to discuss your needs, you may not actually be sure what services you require.
Don't worry.
It is part of my job to help you decide.
The value of investments can fall as well as rise, and you can get back less than you invested.
The value of pensions can fall as well as rise, and you can get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage or other loans secured on it.
We give you the option of paying a fee for our mortgage advice.
Don't worry.
It is part of my job to help you decide.
The value of investments can fall as well as rise, and you can get back less than you invested.
The value of pensions can fall as well as rise, and you can get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage or other loans secured on it.
We give you the option of paying a fee for our mortgage advice.
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