Welcome to Me Financial Services, we have over 12 years of expertise

Town Hall House, Bovey Tracey
Devon, TQ13 9EQ

01626 833225
admin@loughtons.co.uk

Mon - Fri 9.00 - 17.00
Saturday and Sunday Closed

Services
we offer

We offer a high quality bespoke financial planning service to our clients over the long term, ensuring we deliver financial planning strategies that fulfil our client’s requirements.

Holistic Financial Planning

A complete package of services ensuring all aspects of your financial planning are considered.

Investment Portfolio Management

We work with individuals and trustees to manage their investments efficiently on an advisory basis.

Pre and Post Retirement Planning

Retirement isn’t the end – it’s just another beginning. We can help you to check you’re on track and stay on course.

Estate and Tax Planning

With careful planning you can help ensure you derive the most benefit now whilst ensuring the best outcome for your beneficiaries.

E.s.t 1995

Who We Are

Loughtons was formed in 1995 and is run today by its 3 Directors and Financial Planners – John Hellier, Peter Blackburn and Richard Loughton.

Our success has been built on three simple maxims – integrity, professionalism and impartiality. We offer a high quality bespoke financial planning service to our clients over the long term, ensuring we deliver financial planning strategies that fulfil our client’s requirements.

Telephone 01626 833225 to find out more or to arrange an initial complimentary meeting.

Contact us