West Country Financial is a leading financial services company based in Tavistock. With over 20 years of experience, we provide professional and experienced financial advisors to individuals and businesses in Devon, Cornwall, and Somerset. Our services…
West Country Financial provides independent financial advice, investment management and retirement planning across Devon, Cornwall and Somerset. The business brings over twenty years of experience serving high-net-worth individuals and established businesses. Referral partners include accountants for tax planning, solicitors for estate planning, and mortgage brokers or property advisors for significant investment decisions. A referral to West Country Financial suits clients facing substantial life transitions such as retirement planning, significant investment, or property acquisition decisions. Their independence means they assess clients' complete financial picture and coordinate with other professionals to deliver integrated planning.