Email: info@devonfinancialadvisers.co.uk 
Tel: 01769 574674 

RETIREMENT PLANNING IN NORTH DEVON 

Pension advice
 
As you approach retirement it will be important for you to know that any plans you make will provide you with the care and security you will need in the longer term, particularly if your needs or costs rise. 
 
Town & Country Financial Advisers can assist with many areas of retirement planning to ensure that you are fully protected and prepared for the future, including advice on pensions, long term care and estate planning, as well as being able to guide you through the process of buying equity release.  
 
We offer our customers a free initial consultation. This is a chance to discuss your current circumstances with us informally, so you can find out whether formal advice would be useful to you. If you don’t proceed to take further advice there’s no charge. 
 
Let us help you make informed choices that are right for your future.  
Speak to one of our experts today to discuss your options! 
 
 

PENSIONS  

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

EQUITY RELEASE  

 
A means of retaining the use of your house while obtaining a lump sum or steady stream of income. 
 
 
Got a question? We'd love to hear from you. Send us a message and we'll respond as soon as possible.  

LONG TERM CARE  

Financial advice in Devon, investing in your long term care plans. 
 

ESTATE PLANNING  

 
Planning to legally minimise the tax imposed on estates when a person or persons become deceased. 
 
 
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. 
 
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits. 
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