Managing Director - Andrew Watts BSc Dip PFS
He has worked as Regional Financial Services Manager for Halifax PLC and Financial Services Partner at a Barnstaple accountancy. He specialises in providing leadership and creativity to business owners and individuals who appreciate the importance of serious financial planning and works as an integral member of a team of specialist financial advisers, ensuring that clients benefit from the very best advice. Andrew has a Diploma in Financial Planning from the Chartered Insurance Institute and specialises in applying his knowledge to the Life Planning market. Please visit Andrew's full CV at Mobile : 07814 757 883 Finance Director – David Roberts Dip PFS
In May 2000 he moved to North Devon to join long term friend and colleague Andrew Watts, establishing what is now South West Financial Planning Ltd. David specialises in advising clients who wish to create and preserve wealth. In particular he works with those who seek guidance in mitigating Inheritance Tax. Much of his success continues to be built around his natural ability to make complex issues understandable and he prides himself on the standard of service he provides. Mobile: 07788 410 433 Chartered Financial Planner – Chris Finan FPFS
Chris' main area of practice is private client work, including investment and pension advice at a technical level. Chris also advises on the areas of long term care and equity release. Chris attained the Advanced Financial Planning Certificate in 2003. In 2007 he was awarded Chartered Status, and was appointed a Fellow of the Personal Finance Society by qualification in 2009. Telephone: 01752 767 966 Martin Miller Dip PFS
After specialising in the needs of the Teaching profession, he made the step to the Independent sector in 2001 and now works with a broad range of clients. In addition to protection and investments, Martin is licensed to give advice on Inheritance Tax Mitigation and Mortgages, including Buy to Let and the specialist area of Equity Release. An initial meeting is generally offered to prospective clients free of charge, to assess the scope of advice and level of research required. All parties are then fully aware of the potential costs involved prior to any work commencing. Telephone: 01752 492 816 Independent Financial Adviser – Paul Clarke Dip PFS
He is constantly striving to improve his skills and knowledge to ensure the quality of his services to his clients and currently holds the Advanced Financial Planning Certificate. Paul provides a full financial planning service to all his clients both personal and corporate. In particular he advises clients on planning for retirement and options at retirement. Additionally Paul is a Pension Transfer Specialist and able to provide advice on the merits or otherwise on transfers from Occupational Pension Schemes. Paul runs his practice with his wife Sue, an experienced administrator, who provides him with comprehensive administration support. Paul’s qualifications include the ‘Advanced Financial Planning Certificates - Taxation & Trusts (G10), Pension (G60). Telephone: 01803 558 783 |
Andrew is based at the Barnstaple branch in North Devon and has worked in financial services for over 20 years. Following his graduation at Durham University he attended Exeter University to complete a Post Graduate Certificate of Education, before spending 9 years teaching Mathematics, Science and PE.
David is based at the Barnstaple branch in North Devon and has worked in financial services for over 30 years. Educated at Bradford Grammar School, his early career was spent in accountancy. On joining the Financial Services profession in 1976, David went on to gain invaluable experience as a senior manager with U K Provident, Standard Life and Halifax Financial Services, predominantly within the competitive London market place 
Chris has been working in the profession since 1997, following ten years service in the Royal Navy. He has been with South West Financial Planning since 2006 and is based in Plymouth.
Martin is married, with four children and has worked in financial services for over 25 years. His career began at the Prudential Assurance in 1981 and many of his early clients remain loyal to him.
Paul is based in Paignton South Devon and has advised in financial Services for over 18 years. He began his financial services career with Laurentian Life and moved into the independent sector in 2000.Who We Are
South West Financial Planning Ltd
122 Boutport Street | Barnstaple | Devon | England | EX31 1TD | Registered in England, No:04320209 |
| South West Financial Planning Ltd is An Appointed Representative of Sage Financial Services Ltd.,
which is authorised and regulated by the Financial Services Authority. SAGE FINANCIAL SERVICES LTD is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150452 |
| The FSA do not regulate some forms of mortgages or inheritance tax planning. The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. |