Are you FCA-regulated and Chartered?

Yes. Moor IFA is authorised by the FCA and led by Jonathan Cotty, a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Do you offer face-to-face advice in Devon?

Yes. We serve Okehampton, Exeter, Crediton, Tavistock, and nearby villages, offering personal, in-depth financial planning.

What services do you provide?

We offer investment planning, pension advice, tax-efficient wealth strategies, insurance protection, estate and inheritance tax planning.

What's the difference between a financial adviser and a financial advisor?

There is no difference in meaning between 'financial adviser' and 'financial advisor'. In the UK, 'adviser' is more commonly used in regulation, but many people search for 'advisor' when looking for independent financial advice in Devon.

Chartered Financial Advisers in Devon | Moor IFA Okehampton

Moor IFA - Chartered Financial Planners serving Devon

Chartered Experts in Investment Management & Financial Planning

5-star Google Reviews for Moor Independent Financial Advisers in Okehampton

"Great personal service from Jonathan and team. Took time to fully review, profile and understand our requirements before delivering a solution. A business you get the feeling of trust instantly!"

- Tony & Lisa

"Would definitely recommend. My finances are now in order and I'm just waiting for retirement!"

- Harry

"He explains the whole process in simple terms that works for me perfectly..."

- Wayne

Independent Advice for Individuals, Families and Trustees in Okehampton, Devon

Moor Independent Financial Advisers provide expert, independent advice on pensions, investments, estate planning and more. Based in Okehampton, we work with clients across Devon - including Exeter, Crediton, and Tavistock - as well as nearby villages such as Sampford Courtenay, Cheriton Bishop, Spreyton and Chulmleigh. We offer trusted, face-to-face financial advice to individuals, families and trustees within a fifty-mile radius.

PENSIONS

Expert retirement planning across Devon including flexi-access drawdown, personal pensions and workplace pension advice. Independent guidance to make your money last through retirement.

INVESTMENTS

Tailored investment advice from Chartered experts based on your goals and tax profile. Services include portfolio management and tax-efficient wealth growth strategies for long-term success.

PROTECTION

Safeguard your family or business with life cover, income protection and critical illness insurance. Trusted local advice from Devon-based financial advisers in accessible, high street offices.

IHT PLANNING

Reduce inheritance tax (IHT) and preserve family wealth with trust planning, gifting strategies and later-life care planning. Estate Planning services serving the South West and beyond.

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PENSIONS | INVESTMENTS | PROTECTION | ESTATE PLANNING & INHERITANCE TAX | TRUSTS | BESPOKE PORTFOLIO MANAGEMENT

Address

6 East Street
Okehampton
Devon
EX20 1AS

Parking - EX20 1PR
Mill Road Car Park

2 Hours £2.10
4 Hours £3.00
All Day £4.00
PayByPhone code 810447

Contact Us
T: 01837 748218

Contact Form

Opening hours

Monday to Friday only
9.30am - 4.30pm
Appointments out of hours by arrangement

Moor Independent Financial Advisers Limited is entered on the Financial Conduct Authority (FCA) register under reference 982622. Moor Independent Financial Advisers Limited is an Appointed Representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). ValidPath Ltd is entered on the FCA register under Reference Number 197107. The information and content of this website is subject to the UK regulatory regime and intended for UK consumers only. Moor Independent Financial Advisers Limited is registered in England and Wales No. 14266604. Registered office: 6 East Street, Okehampton, Devon EX20 1AS. The value of your investment and the income from it can fall as well as rise and is not guaranteed. You may not get back the full amount invested.
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