slider slider

Welcome to Rochford Financial Services

01364 654 169

CALL US NOW!

Welcome to Rochford Financial Services

Financial Advisers in Ashburton, Devon

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01364 654 169 and we'll be pleased to help you.

Friendly financial advice in Ashburton, Devon

About Us

VIEW MORE

Rochford Financial Services is a local west country business helping people with their financial and protection needs. 

Proudly Serving Customers throughout the South West and providing financial advice since 1984, whether its pension and investment advice, inheritance planning, equity release or family protection we are ready to assist you in any way we can.

Contact us today in Ashburton, Devon, to receive our first-rate financial advice service

Our Main Products

  • Investments

    Saving is a stage on the way to investing...

  • Pensions

    A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in...

  • Equity Release

    If you're over the age of 55, equity release offers you a way to use the value of your home to raise money...

HOW WE WORK

Here's how we formulate the plan towards your goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
OUR PLAN FOR YOU
  • 1

  • About you

  • We meet together to discuss your personal circumstances and your current financial situation.

     
  • 2

  • Your Goals & Ambitions

  • Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

     
  • 3

  • Analysis

  • We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

     
  • 4

  • How to get there

  • So now we know where you are and where you want to be.

     
  • 5

  • Implementation

  • It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

     
  • 6

  • Review the Plan & Progress Updates

  • If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.