Manning and Company Packages

Take a look through our packages, whatever stage of your life we can help whether it’s the best financial solutions for your immediate needs or a life planning package to secure the future you desire.

Pay as you go

We help you to get the best financial solution for your immediate needs.

Review

We help you make sure your financial planning is on course.

Proactive

We suggest new ideas so you can maintain your lifestyle.

Pay as you go

We help you to get the best financial solution for your immediate needs.

Clients on our responsive package will have the following benefits:

  • Telephone and email office assistance
  • Liaison with other professionals
  • E Newsletters
  • Client File Maintenance

 

Get advice on :

  • Mortgages
  • Protection
  • Savings
  • Investments
  • Retirement Planning
  • Workplace Pensions
  • Equity Release
  • Estate Planning
  • Trust Planning
 
 

Review

We help you make sure your financial planning is on course.

Clients on our active package will have the following benefits:

  • Annual face-to-face meeting
  • Twice yearly investment monitoring
  • E Newsletters
  • Second Opinion Service
  • Reduction in Will Writing Fee
  • Liaison with Other Professionals
  • Telephone & Email Office Assistance
  • Free Withdrawal from Investments
  • Forward Provider Correspondence
  • Client File Maintenance
 

Proactive

We suggest new ideas so you can maintain your lifestyle.

Clients on our progressive package will have the following benefits:

  • Annual face-to-face progress meeting
  • Quarterly investment monitoring
  • E Newsletters
  • Second opinion service
  • Reduction in will writing fee
  • Liaison with other professionals
  • Free withdrawal from investments
  • Your financial folder
  • Out of hours appointments
  • Free witness certification
  • Client file maintenance

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

We provide a wide range of financial services that include Business Services, Equity Release Advice, Mortgage Advice, Protection Insurance Advice, Retirement & Pensions and Savings & Investments 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.

You can Contact Us through the website or can reach out on our Facebook, Twitter, Instagram and Linkedin channels.