Browning Financial Planning Limited is a Financial Planning company based in Chelston, Torquay. Whilst we work primarily in Torbay and South Devon, we do have clients all over the UK, notably in Yorkshire and Cornwall.

The firm's Financial Planning director is Dom Browning, who is 59 years old and has been a financial consultant since 1993. He gained the Diploma PFS qualification in 2006 and is a member of the London Institute of Banking and Finance.

There are four of us working here at the firm.

Julie is our Client Services Director. She was a teacher for many years, before joining the business in 2020. She enjoys keep-fit, Zumba, parkrun and she likes to travel.

Ben is head of our Lasting Power of Attorney (LPA) department which keeps him busy. He is also studying to become an estate planner. In his spare time, he enjoys going to the gym and is a member of the local basketball team, where he also coaches.

Sam has been a qualified financial adviser for several years. He runs our Investment and Pensions Desk and he really enjoys building financial plans for our clients, using cutting-edge software. In his spare time he enjoys going to the gym and has recently taking up Thai boxing. Ouch!

Dom is the Managing Director of the firm. As a Retirement Income and Estate Planner, he works closely with Sam and Ben so that together we not only help you build capital, we protect it too. Dom enjoys playing Padel (a bit like tennis) and enjoys travel.

Our approach is to keep things as simple as possible. Warren Buffet (perhaps the most successful investor of all time) said “There seems to be some perverse human characteristic that likes to make easy things difficult”. We could not agree more and believe that many people in our fine profession are guilty of this.

We believe in reaping what we sow and treating clients as would like to be treated ourselves. It is Winston Churchill who said "We make a living by what we get, but we make a life by what we give".

Please look at our testimonials page for reasons why others have chosen to use our services.

Whilst financial planning and investment management are our core business, Dom’s special interest is in estate planning. Over the years we have seen cases where people’s lifetime savings have been either decimated or left to the wrong people due to a failure to plan properly, for example a poorly worded Will, no Lasting Power of Attorney, no care fees or Inheritance Tax plan and no implementation of trusts. Dom could not see the point of assisting clients to build capital, only to lose it all unnecessarily and made it his mission to fill this gap.

One of the popular misconceptions is you should write your Will via a Solicitor. Whilst some solicitors do specialise in this area and do have the expertise, most do it as an “add on “ service and write basic Wills that do little more than that provided by the Rules of Intestacy i.e dying without a Will. We believe a Will should be done properly.