0333 241 9900

Our Exeter, Devon Office Hub

Our Exeter Office Hub

Find the right financial adviser who is independent and understands yours and your future financial needs can be hard. This mix of skills and impartiality can often conflict but in our Exeter Hub we can offer you independent advice on a vast array of financial products whether for investments or for your pension to building a lifelong plan for IHT, long-term care or succession planning.

Our Specialisms

We provide specialist advice in, Investment Planning, Retirement and pensions planning, Inheritance Tax and Estate Planning, later life and long term care planning, and Protection and Insurance.

How we do it

Once you have made contact with us our client team will pair you with one of our advisers in Devon. During this initial consultation, which comes with no cost or obligation to you, we will really get into what it is you want to achieve in the future and how hard you want your money to work for you and your family. This plan is the cornerstone of your future financial self and as such we hand-hold you every step of the way. We have transparent fees and these will be communicated to you before you commit.

Where we serve

Our office hub is located in Exeter and we serve the wider Devon area including Torquay, Dartmoor and Exmouth. Contact our experienced client team today to discover how we can help with no obligation.


We are reaching out to any of our clients who are on their own, in a high risk category and do not have any support around them, do please let us know so we can help.