Our firm offers a comprehensive, financial planning service. Our primary goal is to help you achieve the lifestyle you have always wanted, without the fear of running out of money, whatever happens.
Am I going to be okay?
One of the greatest fears we face as we get older is running out of money in retirement. When you are young, retirement seems a long way off and something to put off until a later date.
Are my family going to be okay?
Most people want to leave their families both the maximum inheritance and the minimum hassle.
A common problem we face is that we want our money to work hard for us, but then we worry that if we do well, the tax man is going to take 40% of it when we die. Continue
Currently if you die before April 2027 and are under age 75, your pension will pass to your beneficiaries tax-free. Continue
The large advice companies and banks market themselves as High Net Worth advisers. They overcomplicate matters and persuade those with larger portfolios that they need "bespoke advice". Why? Continue
Browning Financial Planning Ltd is a family-owned financial planning firm based in Chelston, Torquay.
We offer our services throughout South Devon and beyond.
As financial advisers, our core business is providing advice on our clients' investments and personal pensions.
As financial planners, we help you to build a long-term financial plan.
1. What do you want to achieve between now and when you die?
2. When can you stop doing what you no longer enjoy?
3. When can you start doing more of the things you love?
4. How much do you need to sell your business for, to live the life that you want, without the fear of running out of money, whatever happens?
5. What needs to happen to secure your family’s future so they never have to worry about running out of money, whatever happens?