Covering Exeter and the surrounding area in Devon, our independent advisers provide advice on mortgages, life assurance, pensions and investments to its residents.
Exeter is situated on the River Exe and dates back to the Roman era. Exeter in Devon is home to Exeter Castle, the Royal Albert Memorial Museum & Art Gallery, Exeter City Football club and The Exeter Chiefs.
We have an office in Pinhoe on Station Road, EX1 3SA that clients can visit. Alternatively our advisers will provide a home based service to fit in with clients lives to meet them at home or work and provide then with the advice they need.
Our advisers are independent and work in an around the Exeter/Devon area.
Your Local Advisers
James has worked in financial services since 1999 and specialises in investment and pension advice.
He has been in VouchedFor’s top 250 financial advisers in the UK for 2019 and 2020 which is distributed in The Times every year. Take a look at James’ 5 star customer reviews today!
‘I have built a reputation with clients for being able to explain financial complexity in terms that are simple to understand. I work 1-to-1 with clients and seek to build longstanding relationships with them to help them through changing times’.
James lives in Pinhoe with his partner Emma and his young daughter Maisie. He plays Football and Korfball to keep fit and since finishing as a local Special Constable he has been enjoying helping the Exeter Chiefs as a Steward on match days.GET IN TOUCH TODAY
Richard has worked in financial services since 2009 providing mortgage and protection advice.
He has been in VouchedFor’s top 250 financial advisers in the UK for 2019 and 2020 which is distributed in The Times every year. Take a look at Richard’s 5 star customer reviews today!
‘Customer service is at the heart of everything I do. I look to help clients save money on their mortgage, finding the right deal and make sure their property and family are protected with the right cover. I try to stand out from others by offering a professional, flexible, and great value service with the benefits of face to face or phone contact to work around clients lifestyles.’
Richard lives in Exeter with his wife and children. He enjoys the outdoors, swimming and spending time with his family.GET IN TOUCH TODAY
Julie has worked in financial services since 2001 providing advice on mortgages, protection and equity release.
She is a member of VouchedFor. Take a look at James’ 5 star customer reviews today!
‘I pride myself on building relationships with my clients through my friendly approach combined with simple, honest advice. I am dedicated to finding personalised solutions to help you achieve your goals whether that be buying your first home, moving to your dream property, releasing equity from your current home or ensuring you and your family are protected for the future. I always ensure my Clients feel supported through the entire process to provide a high level of service from start to finish.’
Julie lives in Exeter with her husband David and their Son, Harrison. Her spare time is spent enjoying days out with her family in Devon. She also enjoys catching up with friends over dinner, if it involves a nice Indian Restaurant with a bottle of wine then she is at her happiest. She also enjoys running and going to the gym to keep fit.GET IN TOUCH TODAY
What our clients say
Rich did a great job finding us a mortgage for our new family home. He was incredibly helpful and worked so hard to secure the best mortgage for us. We can’t thank Rich enough.
Mr Laity, Exeter
Richard was very down to earth and helpful. He explained everything to me in a simple way and showed me his research and found a great deal that saved me over £2,500 over the next 2 years. Thank you and will tell all my friends
Mrs Jones, Exeter
Richard helped us through the whole process. We started off having no idea what we were doing so really needed some guidance, Ricahrd talked us through every step. I cant imagine trying to do it ourselves, he made the whole process a lot less stressful. Our initial mortgage offer fell through and he was very quick to find us another mortgage lender.
Mrs Cruickshank, Exeter
Richard talked me through the types of mortgages and lenders that would help on my circumstances. He was very knowledgeable and was able to discuss my options. I am very pleased with his advice.
Mrs Davis, Exeter
Richard did everything for me to get this done. First of all he listened to what my project was and gave me some great advice on what to do at every stage of the process. I really had no idea about the process, but Richard does and he did a fantastic job at breaking it all down for me in easy to comprehend steps. Not only this, but he helped with any questions I had during the whole process and for some of the really tricky stuff he put in a great deal of leg-work to get the answers we were looking for.