Independent Financial Adviser (IFA) in Exeter

I am an Independent Financial Adviser based in Exeter, Devon, providing personalised, independent financial advice to help you achieve your financial goals. With over 25 years of experience in financial services, I have been advising clients since 1993, starting with Allied Dunbar, then Positive Solutions, and now Truly Independent.

Specialising in protection, mortgages, investments, and pensions, I work from home just outside Exeter. While most of my clients are in the Exeter area, I also support individuals further afield, offering expert guidance tailored to their unique financial needs.

My Financial Advice Services

• Pension Advice
• Retirement Planning
• Mortgage Advice
• Investment Advice
• Tax Planning Advice
• Protection Advice

Fully Regulated Advice and Transparent Pricing

As an independent financial adviser, I am regulated by the Financial Conduct Authority (FCA), ensuring I adhere to strict professional and ethical standards. My advice is always transparent, impartial, and centered on your best interests. I also offer an Advice Fee Calculator, providing a clear breakdown of costs upfront.

Trusted IFA in Exeter and Beyond

I provide financial advice in Exeter and surrounding areas including but not limited to;

• Exeter
• Exmouth
• Torbay
• Newton Abbot
• Okehampton
• Crediton
• Tiverton
• Taunton
• Yeovil
• Honiton
• Kingsteignton
• Cullompton

If you’re seeking an experienced IFA in Exeter, I would be delighted to assist you. Whether you need guidance on investments, retirement planning, inheritance tax, or any other financial matter, I offer expert, unbiased advice tailored to your unique circumstances. Get in touch today to arrange your free, no-obligation consultation and take the first step toward securing your financial future with confidence.