For independent advice :

call us on 01822 618535

 

Or email info@westcountryfinancial.co.uk

West Country Financial
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Mike James

I am the principal of West Country Financial having been in the industry for 30 years with two major insurance companies, being a senior consultant covering the South West of England. I started West Country Financial in 1998 as I wanted a team who could look after the people in the South West and have built a team of people specialising in all savings, insurance, investments, pensions and mortgage needs. I specialise in looking after investment portfolios for my clients. I am a keen golfer and enter several charity events each year.

 

Dianne Partis

I have worked at West Country Financial for since 2004 carrying out all the administration duties. I am your first point of contact either by telephone or e-mail.

Tony Dart

 

 

John Stanbrook

Having spent 23 years in the Royal Navy John then spent 16 years with Barclays Bank as an Independent Financial Adviser where he attained the Advanced Financial Planning Certificate as well as qualifications in Long Term Care and Equity Release. More recently John has spent time as a Seminar Presenter for the Co–operative Bank Independent Financial Advisers, presenting on subjects as diverse as Ethical Investment, Wealth Preservation and Retirement Planning. John joined West Country Financial in March 2009 as a specialist adviser on Pensions in Divorce, Estate Planning and Pension Retirement Options. John is the first Member of the team to be awarded his Statement of Professional Standing which will be required by all Advisers under new regulations.

 

 

Andy Palmer

I’ve been in the industry since 1989, I specialise in Mortgages, Equity Release and Buy-To-Let mortgages. I am prepared to work anywhere in the South West or further a field (if financially worth it). I am happy to visit customers in their own homes or meetings can be arranged at our offices, whichever is more convenient to you.

Sam Wroot

I started working as a home service representative with the Pearl Assurance in 1973. For the past 7 years I have been an Independent Financial Adviser specialising in Life and Critical Illness Protection, Income Protection, Pensions, Savings and Investments.

 

Linda Wale

Linda has over 25 years experience with mortgages and finance, having started her career in Abbey, followed by Birmingham Midshires Building Society, Britannia Building Society, Halifax and Bradford and Bingley followed by several years managing a portfolio of affluent Premier banking clients.

 

Linda has always upheld the principal of good working practise and ethics and believes that it is essential that trust is the foundation to a good business relationship with her clients.

Trevor Talbot

I am Trevor Talbot I have lived in South East Cornwall all my life. I left Callington School in 1964 and served my apprenticeship as a Fitter & Turner at Devonport Naval base. I left there in 1978 to join the Financial Service Industry with Pearl Assurance I worked with them continuously until 2001 then became an Independent Financial Adviser. I have an extensive knowledge of Pensions, Investments, Open Market Options, Life Cover & Protection. I live in Saltash and work in the South East of Cornwall & Plymouth area. Most of my appointments are carried out in the comfort of my customer’s homes. I now have 31 years experience in this industry.

 

Your home may be repossessed if you do not keep up repayments on your mortgage.
For mortgage and Equity release you can choose how we are paid: pay a fee, usually 0.5% of the loan amount or we can accept commission from the lender or there can be  a combination of the two.
‘Equity Release’ includes home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
The FSA does not regulate some forms of Buy to let mortgages and some forms of Inheritance Tax and estate Planning.

Peter Cook

Having spent many years working in management and senior positions with Life and pensions companies, Peter became an IFA in 2005.

 

He has extensive pension, investment and Inheritance Tax planning knowledge and specialises in these areas. His aim is to develop strong and long term business relations with his clients.

 

The Government have announced that in 2012, the minimum level of qualifications required by financial advisers will be raised. This may result in many IFA’s choosing to leave the industry. As a Chartered Insurance Practitioner, an Associate of The Chartered Insurance Institute and holding a Diploma in Financial Services, Peter has already met these new qualification standards and hopes to continue as an IFA for many years to come.

 

Richard Green