Tel: 01769 574674 


Town & Country Financial Advisers
Are you are looking to invest but not sure where to start?  
Searching for your first or next mortgage?  
Do you need help buying a pension?  
Do you want advice on equity release?  
Do you want to ensure your loved ones financial security in the event of your death?  
Have you thought about protecting your income should you be unable to work due to an accident or illness? 
Whatever the question, Town & Country Financial Advisers can help you. We take pride in dealing with our clients' Financial matters clearly and professionally. We understand that you have worked hard to accumulate your wealth and are here to offer full financial planning so that your family’s lifestyle will not be compromised during life’s uncertainties. 
We offer our clients a friendly, approachable and professional service and provide our clients with advice on: 
Retirement Planning 
Estate Planning 
Savings & Investments 
Help to Buy Equity Release 
Long Term Care 
Corporate Finance & Protection 

 Got a question? We'd love to hear from you. Send us a message and we'll respond as soon as possible.  

We make our recommendations on the very best ways to utilise your money and create a bespoke plan that enables you to achieve your goals. 
We will perform a complete review and take things from there, answering any specific questions or queries you may have and making recommendations to achieve your end goals. Appointments can be at your premises or ours, travelling is not a problem.  
We cover the whole of the South West including the following and surrounding areas: Barnstaple, Exeter, Tiverton, South Molton, Ilfracombe, Combe Martin, Woolacombe, Crediton, Bideford, Hartland, Torrington, Bude. 
Your home may be repossessed if you do not keep up the repayments on your mortgage. 
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits. 
The value of your pensions and investments can fall as well as rise. You may get back less than you invested. 
This Payment Protection Insurance is optional. There are other providers of Payment Protection Insurance and other products designed to protect you against the loss of income. For impartial information about insurance, please visit the website at 

find a service to suit your needs: 

Retirement Planning  

Pensions are a tax-efficient way of saving for your future retirement. Every time you contribute, the Government does too. 


Mortgages are loans secured against property, they convey conditional rights of ownership to a lender as security on the loan. 


A contract between a policyholder and an insurer which accepts a monthly premium against a defined payment or paying benefits to policyholders who die or are incapacitated and unable to work due to illness or accident.  

Estate Planning  

Planning to legally minimise the tax imposed on estates when a person or persons become deceased. 


Spending money in the hope of future benefits actualized within a specified date or time frame. 


Assisting your business through the auto-enrolment process. 
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