Irvine Financial Services Ltd.
Local to you
Based in the heart of North Devon, located on The Square in Barnstaple, our welcoming office is in the centre of the community and we are here to help you. If you are unable to visit us we are more than happy to make arrangements to suit your individual needs. Simply give us a call on 01271 323689 or click here to use our contact form.






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Financial Advice... pure and simple

At Irvine Financial Services we believe that there has never been a better time to seek professional financial advice. The range of financial products is vast and ever increasing. Our experienced staff are well placed to guide you through the maze of complexity and recommend the best solution to meet your needs.

We are a firm of financial advisers based in Barnstaple, North Devon, with clients across the country. We provide advice to individuals, trustees, businesses and charities on all aspects of financial planning.

We start by painting a clear picture of our client's circumstances, needs, goals and aspirations. We then recommend the optimum solution to meet those needs and explain this in clear, simple terms.

Irvine Financial Services Ltd can advise you on a broad range of financial planning needs.

We particularly focus on:
   • Retirement Planning
   • Options at Retirement
   • Savings and Investments
   • Estate and Tax Planning

  • Irvine Financial Services Ltd. covering all North Devon
  • Irvine Financial Services Ltd. covering all North Devon
  • Irvine Financial Services Ltd. covering all North Devon
  • Irvine Financial Services Ltd. covering all North Devon
  • Irvine Financial Services Ltd. covering all North Devon
  • Irvine Financial Services Ltd. covering all North Devon



Our Service Options

We can offer levels of service tailored to suit your requirements and you are free to change at any time. We make sure you know exactly what you are getting and precisely how much it will cost.

We offer four service levels, plus a specialist service for those who are in retirement:
   • Wealth Management Service
   • Premier Wealth Management Service
   • Bespoke Wealth Management Service
   • Wealth Management in Retirement

Click here for a more detailed look at our services.


Our Experience

Our team of advisers and support staff bring together two hundred years in financial services, with many staff having an original grounding in retail and commercial banking. As well as their years of experience, our advisers also hold all the relevant qualifications to provide financial advice.

We feel this gives our clients real confidence in the advice that they receive and the satisfaction that this represents true value for money. We particularly focus on Savings and Investments, Retirement Planning, the Options at Retirement and Estate and Tax planning.

Click here to see our team.


Contact Us

We would be happy to discuss our services in greater detail with you. Simply call us today on 01271 323689 or click here for our online contact form. Calls may be recorded for training and regulatory purposes.








We particularly focus on Savings and Investments, Retirement Planning, the Options at Retirement and Estate and Tax planning.

We are always happy to discuss our services in greater detail with you.