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About Us

Haldon Financial Ltd is a firm of Independent Financial Advisers established by Mark Coombe, who has been awarded the prestigious Chartered Financial Planner status. The Company offers a clear and fresh approach to financial planning for life...

Chartered Financial Planner

In 2006, in a drive to raise the public standing of financial services, the Privy Council granted permission to the Chartered Insurance Institute (CII) to award the title of Chartered Financial Planner. This is good news for clients who seek reassurance that their chosen financial adviser is a highly-qualified professional. Mark has been awarded the prestigious Chartered Financial Planner status and is a Fellow of the Personal Finance Society, thereby joining an elite minority of advisers with these achievements.

Independent & Individually Tailored Advice

Unlike the advice received from your local bank, advice offered is completely independent as there is no allegiance or association with any product provider or fund management group. This ensures that recommendations are based solely on client specific needs. Haldon Financial Ltd offers bespoke financial planning to suit all your personal needs. We provide an individually tailored service encompassing all aspects of personal and corporate financial advice. Being an independent adviser means greater freedom of choice for the client. This enables us to focus on the client's individual set of circumstances, needs and requirements and offering unbiased advice on the most suitable products and services available. INDEPENDENT ADVICE

Building Trust & Developing Relationships

Haldon Financial Ltd builds on this wealth of knowledge and experience in developing long-term relationships with its clients and adapting to their needs and changes in circumstances throughout their life whether that be pre-retirement, at-retirement or post-retirement. We have advised a wide range of clients - from whole families to businesses since 1997.

Background

Mark is local to Torbay and has been providing financial services, advising clients and working with businesses throughout the Devon community since 1997. Haldon Financial Ltd can offer the flexibility of visiting clients in the comfort of their own homes or businesses at times and locations convenient to their working schedules.

 

Authorised and Regulated by the Financial Conduct Authority.
Haldon Financial Ltd is entered on the FCA register (http://www.fca.gov.uk/register/) under reference 578320
Registered in England Company No. 07198574.
Registered Office: Brixham Laboratory, Freshwater Quarry, Brixham, TQ5 8BA

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

The Financial Conduct Authority does not regulate taxation advice and some forms of mortgages
Your home may be repossessed if you do not keep up repayments on your mortgage