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

Town Hall House, Bovey Tracey
Devon, TQ13 9EQ

01626 833225
[email protected]

Mon - Fri 9.00 - 17.00
Saturday and Sunday Closed

Our Approach

The traditional financial advisory business model is based on the assumption that following an initial consultation, a client will buy a financial product from the adviser resulting in payment to the adviser for recommending the product.

At Loughtons we offer a different approach. Whilst we recognise the importance of products, our primary purpose is to help you plan effectively.

As professional financial planners, we believe that financial planning is not about products. Our approach brings a refreshing change, as we help you to clearly define your goals and objectives and if appropriate implement products to help you achieve them.

All of our services are provided on a transparent adviser charging or fee basis, with all costs agreed with you in writing before any work is undertaken. This ensures that you know what we will be advising you on and what you will be paying for the advice, before committing yourself. Many of our established clients take comfort from knowing that there are no biases created through reliance on having to sell products.

Our success has been built on three simple maxims – integrity, professionalism and impartiality. We offer a high quality bespoke service to 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 are a completely independent business and you can be sure of impartial, unbiased and unrestricted advice from highly qualified advisers. This is a subtle but important difference which ensures that at every step of the process, we put your interests first.

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

We can also offer telephone based support as well as more traditional face to face meetings.

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

Contact Us