Proudly serving customers throughout the South West
Pensions
Our approach to retirement advice is based on a clear understanding when do you want to retire, how much income do you want and how much you want to save towards your retirement
We can help ensure that you are able to access all the options and flexibility currently available with modern pension.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Investments
Whatever your investment preferences, we can accommodate you.
We’ll carry out research based on your needs to create a portfolio bespoke to you.
The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.
Estates Planning
Some people want to make gifts to their children or leave money to charity when they die, others want to cut an Inheritance Tax bill. Whatever your priorities are, we will work with you to ensure your wishes are met.
Protection
Protect your loved ones in the event of death or critical illness with our help. We’re experts in finding suitable life insurance and protection plans based on your needs.
Friendly local financial advice in Ashburton, Devon
Proudly Serving Customers throughout the South West
About Us
Providing professional financial advice that helps you to make informed decisions about your financial affairs is what we strive to achieve at Rochford Financial Services
Situated in Ashburton, Devon we are a trusted financial advice company renowned for its support and guidance on a wide range of financial issues.
Whether it’s investment advice, pensions advice, estate planning, life insurance, or Equity release we’re ready to assist you. Backed by more than 30 years experience, we’re a well-established local firm. Reliably providing a personal service, we pride ourselves on our holistic approach. We’re members of London Institute of Banking and Finance and are on hand to help you with all your financial advice need