Thomas Westcott’s Charity Golf Day

23rd September 2019

Gilbert Stephens Financial Services were delighted to support Thomas Westcott’s Annual Charity Golf Day which took place on Thursday, 19th September, at the beautifully refurbished Teignmouth Golf Course. The Golf Day was organised to raise money for the South West Multiple Sclerosis Centre. Read more…

Gilbert Stephens Financial Services come out on top as the ‘Shopper’s Choice’

4th September 2019

The Financial Adviser magazine is a national publication for UK based financial intermediaries. Each week a team of mystery shoppers seek professional advice from independent advisers in the UK to evaluate the advice process. The results are based on the initial telephone conversation between the client and the adviser and highlights their strengths or shows constructively any weaknesses.

The shopper is a 48-year-old woman who has a lump sum of £100,000 from the sale of a buy-to-let property. She wants to mitigate capital gains tax via a pension and wants to know how much to invest to do that and how she should invest what is left. She has a mortgage of £150,000 on her main home and £35,000 in ISA’s, where she is about to invest a separate sum of £20,000. Read more…

It’s Show Time!

27th August 2019

Gilbert Stephens Financial Services is a strong supporter of our local agricultural Shows. Throughout August, the firm had the pleasure of having a trade stand at Honiton, Okehampton and Chagford Agricultural Show.

This year, Marcus Quick, Financial Services Manager based in Exeter and Sidmouth attended Honiton’s 129th Agricultural Show, whilst Wyatt Loake, Financial Services Manager at Exeter, Crediton and Budleigh Salterton joined in the fun at Okehampton’s 112th Show and Carrie Maud, Chartered Financial Planner, attended our last Show in Chagford. Read more…