About Us
Haldon Financial Ltd is an independent financial planning firm founded by Chartered Financial Planner Mark Coombe, a Fellow of the Personal Finance Society. We provide clear, thoughtful advice designed to help clients make confident decisions about their long term financial future.
Chartered Financial Planner
The title of Chartered Financial Planner is awarded only to advisers who meet the highest professional standards in the industry. Mark's Chartered status and Fellowship of the Personal Finance Society place him among a select group of highly qualified professionals, giving you reassurance that your planning is handled with expertise, integrity and care.
Independent & Individually Tailored Advice
Our advice is completely independent, with no ties to any product provider or investment group. This means every recommendation is shaped solely around your goals, circumstances and priorities. We offer tailored financial planning across all areas of personal and corporate advice, ensuring you receive clear, unbiased guidance at every stage.
Building Trust & Developing Relationships
We believe in long term relationships built on trust, clarity and consistent support. Since 1997, we have advised individuals, families and business owners across Devon and London, adapting to their needs as life evolves. With the growing popularity of video conferencing, we now work seamlessly with clients across the UK, offering the same high quality service without the need to meet in person unless preferred.
Background
Although Mark is originally from Torbay, Haldon Financial now supports clients throughout Devon, London and nationwide. Meetings can take place at your home, workplace or via video, giving you complete flexibility and convenience.
