Financial Planners in Plymouth, Devon

10 locations found near Plymouth
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“James was really friendly and helpful throughout the mortgage process. He tried multiple options to get the best deal and made sure everything was sorted and going smoothly before the full application. He explained everything well along the way and kept in contact so I was updated. Would recommend.”

5Superb27 Reviews

“We have had a Continuum advisor for a number of years. We have a twice yearly meeting and receive regular reports on our investments. He is very understanding of our approach to \\\"risk\\\" I am extremely satisfied with the way our savings are managed and the helpfulness of our advisor, He is backed by an excellent Continuum team and the quality is far better than the previous manager of our savings, a major bank.”

5Superb18 Reviews

“Calum helped us with remortgaging and was immensely helpful. At a time where mortgage rates are incredibly high he helped and supported us to find the best deal. He had a whole wealth of knowledge. Having been disappointed with previous mortgage advisors it was such an easy process working with Calum! He had answers and advice at every opportunity and answered all my waffling questions! I would 1000% recommend using calum and when the time rolls around again in 2 years time we will absolutely be back :).”

4.9Superb18 Reviews

“ Sean was great and helped me make sense of my financial situation. We have been invested in the plan for a few years now and I have in that time seen good returns and I am in a better tax situation. Transparent about the fees and easy to talk to ”

5Superb3 Reviews

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