PHD Financial Management
1st Floor, 17 Cross Street, Barnstaple, Devon, EX31 1BD
About PHD Financial Management
Phd Financial Management Limited are Independent Financial Advisers based in Barnstaple, the regional centre for North Devon. Our offices are situated just off the High Street.
As Independent Advisers we are able to give impartial advice, acting on behalf of our clients, utilising a whole range of products available from a wide variety of sources. This is hugely beneficial to clients and can be better than relying upon advice which is shackled by being restricted to products of just one financial institution, or even a limited number of financial institutions.
We provide you with the best options to suit your personal requirements, offering impartial advice and, where appropriate, recommending suitable products in respect of:
• Mortgages
• Income Protection
• Financial Protection
• Debt Consolidation
• Inheritance Tax Planning
• Investment Planning
• Pensions
• Annuities
• Regular Savings
• School Fees Planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
We aim to take advantage of the latest technology available, providing our clients with the efficient and effective service they require. Where a financial product is involved we can normally either work on a fee or a commission basis.
Phd Financial Management Limited advisers offer over 50 years of combined industry experience and a broad range of industry qualifications. We offer a comprehensive and professional advice and product recommendation service in many areas of corporate and personal finances.
Bring your financial future into focus
Using our experience and expertise we can work with you to:
• Review and analyse your current circumstances
• Plan to meet your financial goals
• Help you to ensure your family are financially secure in the event of your premature death
• Take care of your mortgage needs
• Help achieve financial security in the event of illness forcing you to stop work
• Finance long term care
• Minimise your current and future tax liabilities
• Help build up a healthy income for your retirement
• Make the most of your savings and investments
• Convert accumulated pension funds to provide financial security for you and your spouse, if appropriate
• Convert accumulated investment from growth products to income products, if appropriate
Whether you are buying a home, worried about Inheritance Tax, planning for education costs, or concerned for the future well being of your family should you die or become ill, we can help.
With the future provided for, through tailor-made financial solutions, you can enjoy the present day with long-term peace of mind.
Disclaimer
The Property Race Limited makes no warranty as to the accuracy of this advertisement. The Property Race Limited has no control over the content. The information is provided and maintained by PHD Financial Management.