When we discovered in February 2015, that St Agnes was about to lose its last bank, with consequent outrage in the village, we felt we ought to fill this gap in some way.
In St Agnes, we offer our full Independent Financial Advice service for investments, insurance and mortgages. The building also includes the provision of a full range of Legal Advice through Thurstan Hoskin Solicitors and an Accountancy service through Atkins Ferrie Chartered Accountants.
Helston was our first office opened in March 2012 and forms the administrative centre for the company. The Old Cattle Market itself operates largely as a ‘one-stop shop’ for clients seeking advice having ourselves, as Financial Advisers, an Accountancy firm as well as a Solicitor, in the same building.
Our St Ives office is located in The Old Cookhouse at The Old Stennack School. The premises are ground floor and are easily accessible. The office is conveniently located for anyone in St Ives or the surrounding areas. We also have the added bonus of free parking spaces available for any appointments.
Opened in May 2021, our Barnstaple office covers the North and Mid Devon areas.
Located within St John’s Garden Centre, we are proud to be strengthening our association with our garden loving clients, and our work with RHS Rosemoor. Within walking distance from the the town centre and with ample free parking, a visit to us is easy.
Our Chudleigh office was opened in March 2019. The office is perfectly positioned to provide a hub for the whole of Devon. (Other than the North West which is covered by Barnstaple). We have two resident Financial Advisers on hand to assist with your enquiries.
We are proud to support our local community and charities from this location and work closely with Devon Opera and Chudfest, Chudleigh’s very own community events organisation.
The Sherborne office opened in late May 2021, in a prominent and busy high street location, making our services easily accessible to all. Our team won the Sherborne Business Awards, Professional Service Provider within 12 months of our opening.
We are proud to support our community working with local schools and larger events, such as Sherborne Classic and Supercars.
Opened in July 2023, our Richmond office is located in Parkshot House on Kew Road. With great transport links, being a short walk from Richmond Station and close to the M3 makes us easily accessible. This location enables us to service our growing number of clients in the London area, who value the quality of our advice and service.