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Contributor

65%

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4.8out of 5

Damien Clyburn

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% clients advised in each area  :

Investments

94%

Annuities

6%

Pensions

56%

Insurance & Protection

6%

Later life planning

19%
Otter Financial Services is a long established Independent Financial Services Company that offers impartial financial planning advice to a loyal base ... Read More
Serves clients with: Over £50k of investable assets or household income
Damien's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

64%

MATCH FOR YOU

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4.2out of 5

Chris Stenlake

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Equity Release, Annuities
I provide advice and solutions for clients who value truly Independent Financial Advice. I will spend time with you to ensure that I fully understand ... Read More
Serves clients with: Over £50k of investable assets or household income
Chartered Financial Planner
Contributor

61%

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Diane Milton

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children, Annuities
CFP, FPFS, Chartered Financial Planner
Serves clients with: Over £100k of investable assets or household income
Contributor

60%

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Tim Ames

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children, Annuities
Tim joined Cathedral in 1993 while reading Financial Services at Bristol Business School. Well versed in all aspects of financial planning, Tim specia... Read More
Serves clients with: Any level of wealth
Contributor

58%

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4.8out of 5

Darren Baker

More Info
% clients advised in each area  :

Investments

80%

Annuities

33%

Pensions

67%

Insurance & Protection

7%

Later life planning

7%
I provide practical financial advice and professional investment management – all delivered with a fee guarantee. A "Second Opinion Service" provide... Read More
Serves clients with: Over £500k of investable assets or household income
Darren's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

58%

MATCH FOR YOU

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Peter Harrison

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Services:  Investments & Savings, Insurance & Protection, Pension and Retirement, Equity Release, Mortgages, Auto Enrolment
I am an adviser with Manning & Co Ltd, independent advisers based in Ivybridge, Devon. I am a chartered financial planner with over 20 years experienc... Read More
Serves clients with: Any level of wealth
Chartered Financial Planner

Latest client reviews of Exeter IFAs

Later   Read More
Ann
Mark Walker dealt with my new investment very efficiently and within the time scales as promised. He....alf-yearly review again at a very competitive on-going fee. All in all a very professional service.    Read More
Susan Davis

Can't find the right Exeter IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Exeter.

Neil SearThompson Jenner Financial Services Ltd
David StockleyProspect Financial Planning
Martin LingemanCathedral Financial Management Ltd
Colin HardyEast Devon Asset Management Limited
Timothy BishopForesight Financial Planning Limited
Geoff Morrey-JonesPrydis Wealth Limited
Geoffrey RobinsClearwater Financial Ltd
Stephen GreasleyAquila Financial Management Limited
Looking for a different Independent Financial Advisor (IFA) in Exeter? Search by name