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                      


The advice is backed up by continuous due-diligent research for selected


the public, offering independent bespoke financial planning advice to both individuals and businesses. The business has expanded into new premises with an experienced team of advisers on hand. The big event occurred on Thursday 1st March with a grand ‘cutting of the ribbon’ ceremony with Roger Stringer, a Torbay Councillor. The new office was brimming with new and old customers - not surprisingly as Louise Worden, the owner of the business, is already a well- established, leading Independent


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Financial Adviser in the area. With over 13 years of experience and expertise in the financial field and a close eye on detail, Louise can offer a comprehensive and fully updated, independent advice service to her clients.


                      


  


  


oncise Wealth


Management Ltd has opened its doors to


          


          


• Savings & Investments


   


   


  


 


  


  


 


• Personal & Business Protection


• Will Writing


  


  


*The Financial Services Authority do not regulate Inheritance Tax & Estate Planning, some forms of Mortgages, Commercial Finance and Will writing.


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  


You can phone to make an appointment on 01803 551999. Alternatively log on to our website: www.conciseweailth.com to find full details of how Concise Wealth Management Ltd can help with a diverse range of financial matters.


   


       


       


South Devon | APRIL 2012 | www.PropertySouthDevon.co.uk To advertise, call 01803 213955 121


Louise’s clients choose Concise Wealth Management Ltd as their preferred choice for all their financial planning needs, because she can offer honest and fully independent financial solutions, which will always reflect her clients’ needs. In addition, Louise enjoys long


 


  


• Investment & Portfolio Management


• Pension & Retirement Planning


• Inheritance Tax & Estate Planning


• Mortgages • Buy to let mortgages


 


• Commercial Finance and Financial Planning


Discretionary Portfolio Management Service’s, ensuring that investment houses selected remain appropriate, competitive, fair and transparent throughout the client’s investment. Concise Wealth Management Ltd can provide specialist advice in the following areas:


         


                   


         


                   


term relationships with her clients, built on trust, always working with the client and what is best for their ever- changing needs in a turbulent economic environment in which we live today. Whether you are anexperienced investor or a complete novice, lookingfor advice to mitigate your estate against inheritance tax or looking for a mortgage, Concise Wealth Management can provide relationship based financial advice that fulfils your financial goals for today and aspirations throughout a lifetime.


If you have a financial need, the team at Concise Wealth Management Ltd can help and look forward to hearing from you. The initial meeting is free of charge with no-obligation where objectives can be discussed.


Concise Wealth


Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd, which is authorised and regulated by the FinancialServices Authority. Your home may berepossessed if you do not keep up the repayments on your mortgage.


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