Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our Services
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Savings & Investments
From childhood, most of us are told to put away money to save for the future.
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Wills & Trusts
If you die without a Will, then the government will decide who will inherit your estate.
Contact Us
Please contact us to find out how we can help you achieve your financial objectives.
Testimonials
“Very empathetic and friendly approach to understanding our financial expectations and presenting options in a comprehensible manner”
Angela, Bideford
“We were made to feel at ease where money is concerned, not an easy task….outstanding service”
Stephen, Barnstaple
“I found Katherine very professional, clear and helpful and with a very pleasant attitude”
James, Bideford
Want to know more?
To find out more or to arrange a meeting with us, please call 01271 322212, or email info@perrinsfp.co.uk