When you enter your postcode in our search tool, we’ll tell you how many advisors we have working in your area.
Let us know what kind of financial advice you’re looking for so we can match you to an advisor with the right qualifications.
Simply provide your name, email address and daytime telephone number, and your advisor will be in touch at the earliest opportunity – usually within 24 hours.
Visions of a comfortable, stress-free retirement can only be realised through years of careful financial planning.
Most of us have a pretty firm handle on it, but there comes a time in all our lives when professional guidance from a financial advisor is just what we need to strengthen our grasp.
Plymothians have been benefiting from such guidance from local qualified advisors for years now. We know from our research in the South West region that people there:
Armed with recommendations from advisors we’ve connected them with, they’ve been able to make more informed decisions about what to do with their own finances as they approach retirement—and you can do the same.
If you live in the area and would like to be connected with a financial advisor in Plymouth, you’ve come to the right place. Let’s take a look at what retirement might look like in the South West before we see about connecting you to an advisor in the region.
Where to live in retirement is a huge consideration for most of us. It usually encourages people to check out the local property market, whether it’s with a view to sizing up or down our homes, changing our living arrangements, or exploring the housing trends in the local area.
When it comes to the South West, you might be interested to know that the average house price there sits at £294,906, according to the most recent government data. That’s nearly £30,000 above the national average, which could present a range of opportunities for you, depending on your situation.
You might already know where you want to live or what you want to do with your current home in retirement, but it often helps to discuss plans with a financial advisor before taking the leap. If the average house price has got you thinking, why not get in touch to ask a few exploratory questions in a conversation with a financial advisor?
As one of the oldest parts of the wider Plymouth area, the former seaport of Plympton is a popular place to retire for locals. Its healthy mix of period architecture and new developments means there’s plenty of choice when it comes to housing, while the plentiful sports and shopping facilities will leave nothing to be desired.
The town lies in the heart of the Devon countryside, just a stone's throw from Dartmoor National Park. Ashburn boasts award-winning restaurants and cosy traditional pubs, not to mention historic buildings that give its unique charm. And should you fancy an afternoon away, there are many neighbouring small villages, rivers and tors to explore.
Rainy days have an annoying habit of creeping up on us. Sudden illness or a broken boiler can spell disaster for your savings and financial goals. That’s where thinking ahead can pay off. If you’re keen to make the most of your hard-earned money, working with a financial consultant or advisor in Plymouth can help.
An advisor has the financial expertise to help you make your money work harder, by supporting you to:
We can help you take the first step towards financial advice if you think working with an expert could benefit you. The advisor partners we work with have decades of knowledge and we can match you with the most qualified expert for your needs in seconds. Tell us the type of advice you need and your contact details, and we’ll do the rest!
Local Financial Advice’s free advisor matching service connects people all over the UK daily with FCA-regulated experts. Wherever you’re based in Plymouth, we’ll match you with the financial advice expert that’s right for you.
So whether you are looking for advice on your retirement plans, investments, wealth management, financial planning or thinking about your long-term financial future, we can help put you in contact with a trusted financial advisor who will listen to your needs.
Learn more about how we help you connect to local financial advice experts, how our free advisor matching service works and why over 900 happy customers rated us Excellent on Trustpilot.
Do I need a financial advisor?
A financial advisor can offer valuable insight and expertise on a wide range of common financial concerns.
Key situations in which a financial advisor is likely to be valuable include:
Exploring your options during key life events such as retirement
Comparing quotes for pensions or insurance products
Investing large sums of money
Inheritance tax planning and intelligent saving
How much does an advisor cost?
The cost of using a financial advisor can vary depending on your needs. You may be able to resolve your issues in a single consultation, or you may benefit from a more long-term collaboration.
At Local Financial Advice we're dedicated to providing a transparent and cost-effective experience for all customers:
Free, no-obligation initial consultation - Discuss your issues in detail and make a decision about whether you’d like to proceed before making any commitment.
Total transparency - Any costs associated with purchasing any product or service from your financial advisor will be broken down in detail.
How can I speak with my advisor?
Many of the advisors we work with are flexible with how they can meet with you.
Your advisor will often try to first get in touch with you by phone to talk about the kind of advice you need.
If you decide to continue with their advice, advisors can meet you face-to-face. You can discuss any safety precautions the advisor should take if you arrange for them to visit your home.
Throughout your time speaking with your advisor, you may receive emails from them. These will often simply be to confirm your information or the details of future meetings you book with them.
Is the advice one-off or ongoing?
The type of advice you need depends on your circumstances.
We encourage everyone we connect with an advisor to discuss their financial needs in detail so they can receive the right amount of advice.
You may only need one-off advice if you need help choosing a long-term product to support your retirement, such as an annuity.
If you need flexibility with your money, you may prefer ongoing advice from your advisor with you speaking every six months or year to see how your money is performing.
Whatever help you need, your advisor will clearly lay out the costs involved. These can be one-off costs or recurring, such as a fund management fee.
Photo credits: Smeaton's Tower, Plymouth, Plympton, Staddiscombe Woods, West Street