Haldon Financial Ltd
HF
Financial Advisors
Haldon Financial Ltd
Laboratory, Brixham TQ5 8BA
# Haldon Financial Ltd
Haldon Financial Ltd is an independent financial advisory firm based in Brixham, Devon, led by Chartered Financial Planner Mark Coombe. Since 1997, the firm has provided bespoke financial planning and advisory services to individuals, families and businesses throughout the Devon community.
As an independent adviser, Haldon Financial Ltd operates without ties to any product provider or fund management group, ensuring recommendations are driven solely by client needs rather than corporate interests. This independence distinguishes them from high street banks and allows them to access the full breadth of available products and services.
The firm serves clients across all life stages—from those planning for retirement, navigating retirement itself, through to post-retirement financial management. They specialise in tailored, individually crafted advice that adapts as circumstances change. Mark's Chartered Financial Planner designation, awarded by the Chartered Insurance Institute and backed by Fellowship of the Personal Finance Society membership, underscores the firm's professional credentials and commitment to raising standards within financial services.
Haldon Financial Ltd prioritises building long-term client relationships based on trust and understanding. Their approach combines accessibility with expertise, offering flexible consultation arrangements including home and business visits scheduled around clients' availability. This personal touch, combined with deep local knowledge and comprehensive financial guidance, positions them as a thoughtful alternative to impersonal institutional banking services.
Haldon Financial Ltd is an independent financial advisory firm based in Brixham, Devon, led by Chartered Financial Planner Mark Coombe. Since 1997, the firm has provided bespoke financial planning and advisory services to individuals, families and businesses throughout the Devon community.
As an independent adviser, Haldon Financial Ltd operates without ties to any product provider or fund management group, ensuring recommendations are driven solely by client needs rather than corporate interests. This independence distinguishes them from high street banks and allows them to access the full breadth of available products and services.
The firm serves clients across all life stages—from those planning for retirement, navigating retirement itself, through to post-retirement financial management. They specialise in tailored, individually crafted advice that adapts as circumstances change. Mark's Chartered Financial Planner designation, awarded by the Chartered Insurance Institute and backed by Fellowship of the Personal Finance Society membership, underscores the firm's professional credentials and commitment to raising standards within financial services.
Haldon Financial Ltd prioritises building long-term client relationships based on trust and understanding. Their approach combines accessibility with expertise, offering flexible consultation arrangements including home and business visits scheduled around clients' availability. This personal touch, combined with deep local knowledge and comprehensive financial guidance, positions them as a thoughtful alternative to impersonal institutional banking services.
Services offered
Personal financial planningretirement planninginvestment advicecorporate financial advicepension planningfamily financial planningwealth managementbusiness financial services