Haldon Financial Ltd is a firm of Independent Financial Advisers established by Mark Coombe, who has been awarded the prestigious Chartered Financial Planner status. The Company offers a clear and fresh approach to financial planning for life.
In 2006, in a drive to raise the public standing of financial services, the Privy Council granted permission to the Chartered Insurance Institute (CII) to award the title of Chartered Financial Planner. This is good news for clients who seek reassurance that their chosen financial adviser is a highly-qualified professional. Mark has been awarded the prestigious Chartered Financial Planner status and is a Fellow of the Personal Finance Society, thereby joining an elite minority of advisers with these achievements.
Mark holds a monthly Financial Planning surgery in conjunction with Age UK at Paignton Library.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
-
Main Office - 83 Preston Down Road, Paignton, TQ3 1DT
01803 663533
Business Name
Haldon Financial
Services Offered
Customer Reviews
No reviews yet. Be the first to review this business!
