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

What We Do

We provide a full suite of financial planning services to private individuals, trustees and companies, with particular emphasis on the following:

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Pre and Post Retirement Planning

Investment Portfolio Management

Estate and
Tax Planning

Wealth
Management

E.s.t 1995

Our Background

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.

This ethic has helped us to retain a high degree of loyalty from our clients and other professionals with whom we work. We develop long-term relationships with our clients.

At the core of our interaction with our clients is a desire to:

  • Employ our hard-earned technical knowledge to help clients make the most of their resources

  • Exercise our market knowledge to help clients choose the best way to achieve their financial goals.

  • Share our life experience in advising clients on matters which may be more to do with life in general than money in particular.

  • Help our clients draw on our experience and help them to avoid making costly financial mistakes.

  • Apply our problem-solving skills by finding ways to resolve competing financial and personal priorities.

  • Demonstrate our confidence with financial matters to help our clients re-engage with their budgeting and their long-term financial and life planning.

In summary, we help our client’s create a financial plan that will give them a clear grasp of their present financial situation and help them to make the most effective use of their resources to achieve their goals and objectives.

If you wish to make a positive difference to your finances, please feel to call us on 01626 833225 to find out more or to arrange an initial complimentary meeting.

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

Contact Us