About Us

We deliver a comprehensive financial planning service by focusing on the key areas that affect your life. We work with you to create a goals based financial plan which forms the basis for building your broader investment portfolio.

We recognise that appointing a financial planning firm is a big decision and because of this we offer a no obligation ‘Discovery Meeting’ which allows you to ask questions of us and for us to determine whether you would be a good client for the firm. Most often this meeting would be held in our offices in Torquay.

To ensure complete impartiality, all of our services are offered on a fee basis where any commissions that otherwise would be paid to an adviser are re-invested back into your investments. Further details of the costs and charges associated with our services will be provided at the initial meeting. Please be assured that no costs will be incurred by you without Wollen Michelmore Financial Planning having received a written instruction from you first.

There are a number of rigorous qualifications that now need to be obtained before a financial planner can provide you with regulated financial advice. All of our advisers meet the highest required criteria as specified by the FSA. Your key Client Relationship Manager will be a Certified Financial Planner and a member of the Institute of Financial Planning. All Wollen Michelmore financial planners work to the highest possible standards and adhere to the Institute of Financial Planning’s Code of Ethics (Available on request)