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About Manning and Company

PERSONAL FINANCIAL ADVICE

For over 30 years Manning and Company has been giving clients trustworthy, proven and personal financial advice.

Based in Ivybridge near Plymouth, we’re a respected and well-established name in Plymouth and South Devon – but we also work with clients throughout the UK.

We provide financial guidance to individuals and businesses alike. We’re completely independent of any financial institutions, and we offer financial products from across the whole of the market – so our clients always get fully-informed, impartial advice.

Company Values

OUR APPROACH

We firmly believe good financial advice should be available to everyone, not just wealthy clients – and all our clients receive the same level of attention and respect.

OUR TEAM

We expect high standards from our team. All our advisors are well qualified and experienced across a full range of financial services. A number of our advisors are Chartered Financial Planners.

 

OUR SKILLS

From a first-time mortgage to a complex investment portfolio, we have the breadth and depth of experience to help.

OUR CLIENTS

We enjoy tremendous loyalty, thanks to the personal service we provide to each client. A client retention record like ours is hard to find. Our numerous client testimonials say it all.

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Our Key Numbers

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Get in touch to book your free initial consultation.

Managing Director

Paul has vast experience in all elements of financial planning and enjoys taking a life planning approach with his clients realising their goals through their finances.

Paul has been with Manning and Company since 1993 working closely with the founder for many years before being appointed Managing Director in 2010.  

Paul has retained his clients for many years. It is not simply a ‘one off’ visit, but a deep relationship. 

Meetings are scheduled, building trust and helping people achieve their life desires and ambitions. 

When not advising, Paul serves as a Trustee to two local charities and has also appeared in Wealth & Finance Magazine.

Director & Chartered Financial Planner

Lisa joined Manning and Company in 2004 as an Independent Financial Adviser and became a Director in 2018.

Lisa is a Chartered Financial Planner and offers a comprehensive range of financial advice services, as well as being a Pension Transfer Specialist. Lisa is a Fellow of the Personal Finance Society and is a member of the Chartered Insurance Institute. She lives in Devon, has three children and a much loved dog called Frankie

Director & Independent Financial Adviser

Patrick very much enjoys dealing with a wide variety of clients with equally varied needs covering everything from Equity Release to protection. 

He has worked in financial services since the 80s.  Patrick joined Manning and Company in 2010 and with his industry experience, can offer solutions individually tailored to every client.  

Patrick is married and lives in Devon, with his wife and family.  Away from the office Patrick is an avid sports fan.

Director & Lifestyle Financial Planner 

‘Life is not a rehearsal’ and Mike has realised this over the past 30 years whilst always looking at the bigger picture for his clients.

Mike is a Financial Life Planner advising his clients on the financial solutions which will help them achieve their desired lifestyle.

Plymouth born and bred, Mike has just written his first book Your Money and Your Life.

Independent Financial Adviser

Nick started his career as a Prudential Home Service Advisor at the age of 27.  After 8 years there he went to Legal and General before becoming an Independent Financial Adviser. 

Nick has a wide and varied client bank that he has built up over many years.

Nick joined Manning and Company in 2017.His down time is spent with his wife and their children and grandchild. 

Nick and his wife enjoy travelling and is a sports fan.

Independent Financial Adviser

Steve started work as a Financial Adviser in 2002 with the Cooperative Insurance Society Ltd, then later worked as an Independent Financial Adviser and also for NFU Mutual.

Having previously run his own high street business, Steve has a good understanding of the financial needs of business owners.  Steve enjoys taking time to get to know his clients and providing tailored solutions to help them achieve their goals.

Away from work, Steve enjoys spending time with his wife and two children , he enjoys rock music and the odd beer!

Mortgage & Protection Adviser

Ali has worked in financial services since 2001 becoming a Mortgage Adviser in 2005.
Ali deals with all types of mortgages and prioritises her clients’ needs from first-buyers to portfolio landlords.
Being an Independent Mortgage Adviser, Ali can search the whole of the market and will guide clients through the entire process, maintaining a high standard of service throughout.

Ali says ‘I am enthusiastic and passionate about my role and helping more clients achieve their financial goals. I love to find solutions that others wouldn’t consider.
In my spare time I love horse-riding and swimming and spending time with my children and family.’

Compliance Manager

Steve joined the Manning and Company team as Compliance Manager in 2019. 

With 35+ years’ experience in the financial services industry, Steve works with our Advisers to maintain the high standards of service our clients have become accustomed to. 

When not at work Steve is a keen musician and part of a local singing group.  Steve also enjoys spending time with his grandchildren.

Business Manager

Debbie has been an integral part of the Manning and Company team for 12 years. 

She has worked in financial services for over 30 years, working for numerous large organisations throughout her career and since joining in 2009 Debbie has worked in both an Office and Business Manager and Paraplanner capacity, liaising with clients, financial service providers and our team of financial advisers.

When Debbie is not at work she enjoys spending time at her caravan, coastal walks with her four legged friend and spending time with her family.

Junior Paraplanner

Jacob joined Manning and Company in 2018 having completed his A levels.

Jacob is based in our Ivybridge office in our admin team, working alongside our Advisers to provide support and delivering key administrative tasks.

Out of the office Jacob is a keen musician and enjoys socialising with his friends at music events.

PA to Paul Northmore

Samantha joined the Manning and Company team in 2017, working as a P.A for Paul Northmore.

She has previously worked in various roles for different Estate agents dealing with all aspects of buying and selling property.

Samantha enjoys spending time with her husband and her two children.

PA to Director Mike LeGassick

Sharon is PA to Director Mike LeGassick.

Sharon joined Manning and Company in 2017 having worked for City College Plymouth.

Sharon lives in Plymouth with her family.

Administrator

Maddy completed a Business Apprenticeship before a complete career change working on a family farm.

Looking for a change from early mornings and outdoor life, Maddy joined Manning and Company in 2024.

Working in our Ivybridge office team, Maddy ensures that the process for our clients is smooth and efficient, liaising with clients, financial service providers and our team of financial advisers.