Your local financial adviser for Torbay & South Devon.
Dominic Browning Torquay Financial Adviser Picture

Our firm offers a comprehensive, lifestyle financial planning service. Our primary goal is to help you achieve the lifestyle you have always wanted, without the fear of running out of money, whatever happens.

Lifestyle Financial Planning - Our typical client is either building or has built a capital lump sum, held in a mixture of deposits, investments and pensions. However, they do not know how much is "enough" to create or maintain the lifestyle they have always wanted. What they do know is they don't want anything less than what they already have. Our aim is to give them clarity about their financial future. We seek to make the rest of their life the best of their life.

Later Life Financial Planning - Over the years we have seen situations where family wealth has been decimated due to the failure to plan for all eventualities. Whilst this can happen at any age, it is a fact the older generation are most likely to face issues such as long-term disability and loss of mental capacity. Unlike most other advisers, we have made it our business to help our older clients protect their assets via our "later life" financial planning service.

So, if our typical client sounds like you or someone you know, or if you would like to put your affairs in order, please get in touch to arrange an initial meeting, the cost of which will be met by us.

For a no obligation, initial consultation, please contact us.

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Recent Feedback:
Dominic has been helping me in the past weeks in investigating an insurance policy which was not doing the job it should have been. He had a suspicion that it was not a good solution for me and spent much time chasing the head office and the local office of the company who sold me the policy. After asking the right questions he found out that I would barely benefit at all if I was ill. The main purpose of the policy had been to cover me for any unexpected problem that might cause me to be unable to work and did not do that. Thanks to him, I should be able to claim the full amount paid to help me put the new policy in place. Thank you, Dominic for spending so much time in sorting out an answer which will benefit me tremendously.
CG, Torquay
Torquay Harbour
01803 60 67 66    Send Online Message
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© Copyright 2019 Browning Financial Planning Ltd, Morar, Brooklands Lane, Torquay, TQ2 6PH. Telephone: 01803 60 67 66. Browning Financial Planning Limited, company number 8448809, is registered in England and Wales and is authorised and regulated by the Financial Conduct Authority (607455). Will writing is not regulated by the FCA.
We are members of the London Institute of Banking & Finance.
LIBF Member
Your local financial adviser for Torbay, Torquay, Paignton, Brixham and South Devon including Heathfield, Kingskerswell, Marldon, Teignmouth, Blagdon, Torquay, Chelston, St Marychurch, Plainmoor, Newton Abbot, Ipplepen, Maidencombe, Buckfastleigh, Totnes, Dawlish, Bovey Tracey, Shiphay, Broadsands, Abbotskerswell, Stokeinteignhead, Hay Tor, Berry Pomeroy, Paignton, Goodrington, Shaldon, Brixham and more!