BROWNING
FINANCIAL PLANNING
The Browning Financial Planning team

"Making the rest of your life the best of your life"

Our firm offers a comprehensive, financial planning service. Our primary goal is to help you achieve the lifestyle you have always wanted, without the fear of running out of money, whatever happens.

...
Retirement Income Planning

Am I going to be okay?

One of the greatest fears we face as we get older is running out of money in retirement. When you are young, retirement seems a long way off and something to put off until a later date.

...
Estate Planning

Are my family going to be okay?

Most people want to leave their families both the maximum inheritance and the minimum hassle.

Pirates in Pinstripes

The large advice companies and banks market themselves as High Net Worth advisers. They overcomplicate matters and persuade those with larger portfolios that they need "bespoke advice". Why? Continue

Recognising Poor Financial Habits

If you recognise any of the following traits in yourself, please try to change them: Continue

Flexible ISAs

It is commonplace to search on the internet for the best Cash ISA available. You could be looking for instant access, a fixed term or something else. But providers do not make it very clear whether their product is flexible or not. Continue

Torquay Harbour

Your local financial adviser.

Browning Financial Planning Ltd is a family-owned financial planning firm based in Chelston, Torquay.

We offer our services throughout South Devon and beyond.


Man looking out to sea

Achieve the lifestyle you always wanted.

As financial advisers, our core business is providing advice on our clients' investments and personal pensions.

As financial planners, we help you to build a long-term financial plan.


Older couple sitting on bench

We offer an extensive estate planning service.

Our view is that there is no point managing client money if it all ends up going to the wrong people so we offer comprehensive advice on Wills, Lasting Powers of Attorney and Trusts.


...

Ask yourself these questions...

1. What do you want to achieve between now and when you die?

2. When can you stop doing what you no longer enjoy?

3. When can you start doing more of the things you love?

4. How much do you need to sell your business for, to live the life that you want, without the fear of running out of money, whatever happens?

5. What needs to happen to secure your family’s future so they never have to worry about running out of money, whatever happens?