What our clients say

Susan

Charlie is extremely helpful and professional and knowledgeable.

Susan

Bernard

Recommended very highly and we're totally happy with every aspect of the service he offers.

Bernard

Camille

With Charlie’s help, I’ve maintained a very good – improved - level of income.

Camille

LMS Highways

We use Charlie for group life cover, auto-enrolment and pension schemes.

LMS Highways

Contact us

If you have questions, get in touch. We always welcome new enquiries and would be delighted to arrange an initial meeting at our expense, to help you see if we are what you're looking for.

    01548 852 691

    South Devon Financial Planning (SDFP) is a trading style of Gatehouse IFA Ltd, authorised and regulated by the Financial Conduct Authority.

    Registration number 767863. Registered as a Limited company in England and Wales no.06549784. The value of investments and the income derived from them call as well as rise. You may not get back all that you invested.

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