Making the most of your future

With the increasing complexity and variety of financial products available on the market today, the need for specialist advice from an independent advisor is vital if you want to make the most of your savings and investments.

Our associate company Condy Mathias Financial Planners Limited, who are wholly Independent Financial Advisers, specialise in helping high-net worth individuals, partnerships and companies to maximise their savings.

The Value of Independent advice

Condy Mathias Financial Planners limited is not tied to any financial services provider, and because they will always take into consideration any accounting and legal implications, you can be sure you will always receive the best possible advice for you, your family and business.

Condy Mathias Financial Planners Limited is authorised and regulated by the Financial Services Authority (FSA] and abides by the stringent codes of practice that are set out for independent financial advisers.

Review your Finances

If you are wondering whether your money is working as hard as it could be for you and want a fully independent and completely tailored service, they would be happy to offer you a free review of your finances.

Advice for You and Your Family

• Personal Pensions
• Income Tax Planning
• Inheritance Tax Planning
• Tax Efficient Investments & Tax Shelters
• Life Assurance
• Long Term Care Planning

Your Business and Your employees

• Company Pension Plans
• Loan Protection
• Corporate Tax Planning and Investments
• Share Protection/Partnership Assurance

Our Staff

Consultants

Our team of consultants at Condy Mathias Financial Planners Limited have combined experience of over 35 years in the industry and always seeks to provide a service of quality, choice and understanding.

Administrators

All consultants have dedicated administrative support, through our back up service department based in Plymouth. The staff has combined experience of over 30 years in dealing with the administration of Investments, Pensions and Protection.

All administrative staff are encouraged to study for FPC qualifications, helping them to have a better understanding of the business.

Remuneration

Our remuneration agreement can be structured to meet your specific needs.