South West Financial Planning is a financial planning firm based in Bideford, Devon. The firm offers holistic, independent advice and specialises in pensions, investments, succession and tax planning. 

Founded in 1997 and led by Andrew Watts and David Roberts, SWFP offers a personal level of service provided by wellqualified, independent financial planners dedicated to providing the highest possible standards of client care and advice.

South West Financial Planning is a trading name of Fairstone Financial Management Ltd.


Whatever your circumstances and your financial goals for now and the future, our advisers can help you to plan to ensure that you meet those aspirations.
Whether you're looking to invest, assess your pension or buy a new home, we are on hand to support you and your family, helping you to make the most out of your money.