About Us

Tuckers Financial Services is part of Tuckers Legal & Financial Services.

We have  over 30 years experience of financial services in  Devon and Somerset and  offer a professional, friendly and approachable team of advisers, whose aim is to provide a first-class service to our clients ensuring your lifetime planning needs are met.

Our advisers are fully trained and experienced in all aspects of Financial Services and Mortgages. We are not tied to any provider so that we can offer truly independent advice.

We can also offer advice and solutions for generational Family Wealth and Business Succession Planning, in other words helping you pass on your hard-earned assets through the generations.

An initial discussion or meeting is at our cost. The adviser will discuss your needs and plans giving consideration to the most appropriate course of action for you. Before any work is undertaken, we will provide you with a written proposal and any costs involved.

Through Tuckers Legal Advisers we can also offer a full range of advice on wills, powers of attourney, trusts and estate planning.

We will provide you with Expert, Friendly and Jargon free advice to secure the future of your family, your home, your business and your savings. 

The Financial Conduct Authority does not regulate will writing and taxation and trusts.
The Financial Conduct Authority does not regulate some forms of buy-to let mortgages.

Authosried & Regulated by the Financial Conduct Authority under:  FCA Registration Number: 947911
Company House Registration Number: 10442352
 Please note: Some products and services are not regulated by the Financial Conduct Authority,  We will advise you of this accordingly, should these services be selected.