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.
Age UK Financial Surgery
Mark holds a monthly Financial Planning surgery in conjunction with Age UK at Paignton. He has helped numerous retired clients who would otherwise have consulted their bank or worse still, received no advice regarding their financial affairs.
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.
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.