Avocet Wealth Partnership

02/06/2026

31 years ago Ian received this certification to confirm he had passed the 1st exam to qualify as a financial adviser, yes 31 years!

Although so much has changed over those 31 years his key messages to his clients has always remained consistent.

Invest for the longer term.
Build a plan and follow it.
Ignore the media noise, time in the market is always better than timing the market.
Use your annual Pension and ISA allowance.
Have a cash reserve of 3 - 6 months expenditure.
Review your plans at least annually with your adviser.

Financial Planning doesn’t have to be complex, although many think it does.

29/05/2026

Fantastic day yesterday for the Avocet Wealth Partnership Pro Am at East Devon Golf Club!

26/05/2026

Treat Tuesday here at a very hot Avocet Wealth Partnership office.

What better way to cool down than some excellent Granny Gothards Rum and Raisin Ice Cream. 🍨

It sure has hit the spot, thank you!

22/04/2026

We’ve been keen sponsors and supporters of Exmouth Town FC for a few years now. UTT! ⚽️

02/04/2026

That’s tax year end successfully completed, helping clients make use of allowances before the deadline.

What better way to thank our awesome team here Avocet Wealth Partnership than breakfast rolls, coffee and Easter Eggs.

Wishing all our clients, fellow professionals and business owners a Happy Easter.

21/03/2026

The Avocet Wealth Partnership Pro-Am in association and at East Devon Golf Club is now open for entries.
To see more details and download an entry form, visit our Opens page. https://www.eastdevongolfclub.co.uk/visitors/open-competitions/

23/02/2026

Sport is where you learn teamwork, camaraderie, and make lifelong friends. We're proud to support grass roots sport across our local area....

🤝Ollie Roper is sponsored by Avocet Wealth Partnership

With nearly 30 years' combined experience, Avocet Wealth Partnership break down the complexity of financial matters to provide clients with highly effective and clear solutions to their financial needs. Their experience, expertise and qualifications mean they have extensive knowledge of a wide range of financial sectors, including Investment Planning, Retirement Planning, Inheritance Tax Planning, Life assurance and protection and Later Life Planning.

Thank you for your support of TRFC and Ollie

https://www.avocetwealth.co.uk/

17/02/2026

We’re proud to be supporting this fantastic event for the 3rd year running! Who is going to take home the coveted Avocet trophy this year?

Entries for the Avocet Wealth Partnership Pro-Am at are now open.
Download an entry form here - https://www.eastdevongolfclub.co.uk/wp-content/uploads/2026/02/East-Devon-Golf-Club-PRO-AM-Entry-Form-2026.pdf.
See our website for more details -https://www.eastdevongolfclub.co.uk/visitors/open-competitions/.

12/02/2026

Wow - What an achievement for our Ukrainian apprentice, Polina!

Not only has she mastered English but has passed her Level 2 Customer Service Practitioner with a Distinction, fantastic.

She has developed into an invaluable member of the team here at Avocet Wealth Partnership!

22/12/2025

As we approach the Festive Period we’d like to advise that the office will close on Tuesday 23rd at 12.00pm. We re-open on Monday January 5th.
We wish you all a very Merry Christmas and a Happy New Year.