Our values
There are six core values at the heart of South Devon Financial Planning.
These are the things we stand for, and which guide all our work:
Integrity
We do the right thing. We are committed to our values and to working in your best interests.
Dependability
We are always there when you need us. We’re here for the journey, through thick and thin.
Clarity
We will present your options in plain English and without confusing, unnecessary jargon.
Comprehensive advice
We look for solutions that provide you with the greatest possible benefit across all the areas of your life.
Exceptional service
As Chartered Financial Planners, we are committed to providing a high quality of service and support.
Being in it for the long-term
We’re here for the journey, choosing to work with clients who see the value in a long-term relationship.
Hear it from our clients…
With Charlie’s help, I’ve maintained a very good – improved - level of income.
Recommended very highly and we're totally happy with every aspect of the service he offers.
We use Charlie for group life cover, auto-enrolment and pension schemes.
