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  • Independent Financial Adviser in Devon
  • Independent Financial Adviser in Paignton
  • Independent Financial Adviser in Plymouth
  • Pensions adviser in Devon
  • Pension income and Annuity purchase
  • Financial Planner

Brian McLean IFA

03 - Sep - 2010

Chartered Financial Planner and Independent Financial Adviser

Wealth Management

Wealth Management

Wealth Management

A Wealth Mangement service provides you with regular reviews of financial matters will ensure that you get the very best value from your savings and investments in a tax efficient way. Wealth Management is not just the preserve of the wealthy but also applies to those who are just starting to develop their financial plans. An essential part of financial planning is to use an holistic approach which encompasses all aspect of your affairs to develop the most approriate solution

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  • This website is designed to provide you with general information and does not attempt to give advice or to recommend any particular investment to you. Brian McLean can not be held responsible for the accuracy of contents/information contained within any linked sites accessible from this website, nor for the way these sites may hold information about you, nor can we be responsible or held liable for any direct or indirect loss however caused by your use of these linked sites
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