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.

View our e-magazine archive
We produce a magazine every two months, which covers a variety of relevant financial articles. More specialist publications are produced from time to time, which focus on particular areas of financial planning. These magazines can be downloaded/viewed in full here.

  • Irvine Financial Services Ltd. Here to help you
  • Irvine Financial Services Ltd. Articles to help
  • Irvine Financial Services Ltd. Our services
articles to help you
magazine archive
meet the team
here to help you

about us

Our history

Established in 1986, originally with the name of Irvine Insurance Services, the business was founded by two brothers, Glen and Craig Irvine. At that time, the business provided advice on financial services, general insurance and mortgages.

The firm grew from strength to strength, adding a second office in Barnstaple in 1994. This was originally in Boutport Street, but moved to Bridgewater House, on The Square in 1998. These large prominent offices have remained our home ever since.

With the expansion of the financial services division in Barnstaple, the decision was taken to relocate all staff to this office in 2010, allowing close communication between all members of the team.

Irvine Financial Services Ltd. covering all North Devon

Our Ethos

We believe that sound financial advice is central to building a more certain financial future for our clients. As qualified financial advisers, we have access to the most up to date technology to ensure we provide peace of mind that your financial future is more secure, as a result of working with us. We specialise in investment and retirement planning whether it is accumulating funds, making the transition from work to retirement or making the most of your capital in retirement. We are here to help. Our core values ensure we act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything we do. We operate a transparent charging structure and put our clients' best interests at the heart of the business. We believe that professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive ongoing review service designed to create real value for our clients.

Our Service Options

We can offer four service levels 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.

Irvine Financial Services Ltd. covering all North Devon

We have developed a range of services which can be tailored to meet your specific needs and are always happy to discuss our services in greater detail with you.