How to plan and create your desired lifestyle

Anstey Financial Planning Ltd, an IFA firm, offers impartial, unbiased high quality advice on all aspects of financial planning for both 

• private clients and their families
• businesses, whether a limited company, partnership or sole trader.

Although we specialise in financial planning for persons 50 plus, advising on and arranging investment for income and / or capital growth, inheritance tax planning, options at retirement and equity release we also serve younger clients, advising on retirement planning, mortgages and family protection, such as life assurance, critical illness and income protection.

While we have clients nationwide the majority are in north and mid Devon, west Somerset and N. Ireland where we visit three to four times a year.

We pride ourselves on our friendly yet professional service and our ability to communicate with you in easy to understand jargon-free language.

We have one simple aim: to provide you with a level of expertise, service and care so that our firm becomes the automatic choice for people and businesses requiring independent, impartial unbiased financial advice.

By cultivating a long-term relationship with you, based on mutual respect and trust, we will lead you through the maze of financial planning and help you organise and maximise your resources to create your desired lifestyle and achieve financial independence.

We can assess how far you have travelled on the road to the “promised land” and what action you need to take to reach your destination, preferably sooner rather than later.

By overseeing the implementation of your plan we can monitor its progress and review it with you at agreed intervals to accommodate your changing circumstances and aspirations.

Why not explore our website and discover how we can help you. Contact us for an exploratory discussion. We look forward to providing the peace of mind that comes from the knowledge that your affairs are in order. 

“There is only one corner of the universe you can be sure of improving, and that’s your own self”. Aldous Leonard Huxley

Read our Summer 2009 Newsletter by clicking here.