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Best Financial Advisors in Exeter

Handpicked from 34 vetted & reviewed Financial Planning & Wealth Management firms in the Exeter area, discover the top 5 standout choices among the selected group of 24 finalists.

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Shipman Wealth Management

Shipman Wealth Management

(1)
Financial Planning, Managed Investment Service, Your Investment Options
“Sam Tisbury is looking after my Financial and Estate Planning to my entire satisfaction. It's such a joy to interact with such a bright, articulate and professional advisor. SWM and Sam come highly recommended.”
Ground Floor, Eagle House, 1 Babbage Way, Exeter EX5 2FN
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Premier Financial Planning

Premier Financial Planning

(41)
  • Professional
  • Property
  • Understanding
“Julie not only thoroughly explored every avenue but also kept me informed - in clear, plain English - at every twist and turn of what became a long and tortuous road towards getting a new mortgage on our property. She was always well informed as wel...”
40+ Years Experience
1b Station Rd, Pinhoe, Exeter EX1 3SA
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W & P Financial Planning

W & P Financial Planning

(23)
Business Protection, Wealth Management, Pensions
“The Exeter team have been nothing but helpful throughout the entire process, always keeping in close contact and continuing to look for the best deals available. As a first time buyer, and being new into insurances, I was very nervous as a young pers...”
19 Southernhay W, Exeter EX1 1PJ
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Kirks Insolvency - Exeter

Kirks Insolvency - Exeter

(16)
Company Voluntary Arrangement, Members’ Voluntary Liquidation, Creditors Voluntary Liquidation
“I have recently completed a Members Voluntary Liquidation through Kirks Insolvency, Exeter. Kirks were recommended to me by my accountant and I have been delighted by the liquidation service they have provided. Disbursment of initial funds was comple...”
Transparent Fees & Pricing
5 Barnfield Cres, Exeter EX1 1QT
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Granted Consultancy

Granted Consultancy

(22)
  • Business
  • Presentation
  • Quality
“The Granted team helped us win our first Innovate UK Grant in 2019 that has allowed our business to navigate these tough times and truly accelerated our business growth. The quality of their writing has exceeded expectation and we have always felt th...”
In Business Since 1997
Licensed
Broadwalk House, Southernhay W, Exeter EX1 1TS
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Profecto Financial Services

Profecto Financial Services

(7)
Savings & Investments, Taxation, Wealth Management
“Excellent friendly service with a broad knowledge of investment products. Petra and Martin were both helpful and thorough in providing us with the investment and pension advice we needed. Highly recommended. Positive Quality, Professionalism”
In Business Since 2016
kings wharf, The Generator Quay House The Gallery, The Quay, Exeter EX2 4AN
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Strategic Solutions Financial Services Exeter

Strategic Solutions Financial Services Exeter

(6)
  • Pension
“I have taken advice from Martin for a number of years now and always found him to be extremely professional and helpful. He has been able to advise me on my complex financial situation and make it very easy to understand. I would highly recommend him...”
Transparent Fees & Pricing
1 Grindle Way, Clyst St Mary, Exeter EX5 1DF
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Kirk Hills Chartered Accountants

Kirk Hills Chartered Accountants

(3)
Payroll Support, Corporate Finance, Services
“We have worked with Kirk Hills for several years and what I really like and value is the personal approach and attention to detail of a smaller firm, combined with the comfort of having exposure to expertise normally expected from a Big 4 firm.”
5 Barnfield Cres, Exeter EX1 1QT
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Prydis Limited

Prydis Limited

(9)
Business Advice, Ethical Investment, Investment Management
“Matt and Chris make everything very understandable and offer the best services and advice to help my business grow. Very professional and would definitely recommend”
In Business Since 2011
Transparent Fees & Pricing
Clyst House, Manor Drive, Clyst St Mary, Exeter EX5 1GB
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Albion Strategic Consulting

Albion Strategic Consulting

(4)
  • Business
  • Team
  • Investment
“Albion offer a truly exceptional service proposition to many of the top financial planning firms in the UK. We have been extremely fortunate to work with the team over many years, and they are integral to us being able to give clients a very successf...”
In Business Since 2002
Albion Strategic Consulting, The Boatshed, Michael Browning Way, Exeter EX2 8DD
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Aquila Financial Management

Aquila Financial Management

Corporate Clients, Private Individuals
“The firm's primary aim is to provide an ongoing independent financial planning service to its clients. To do this, specialist areas have been developed over many years, which cover investment planning, trust work, inheritance tax planning, and retire...”
The Summit, Woodwater Park, Pynes Hill, Exeter EX2 5WS
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Seabrook Clark

Seabrook Clark

(2)
“I was looking for a local advisor to help organise my Father's finances as he had recently moved into a care home and I wanted to try and protect his financial position for as long as possible. I needed to sit down with someone as this was quite com...”
Exeter Golf & Country Club Ltd, The Greenkeepers Cottage, Topsham Rd, Exeter EX2 7AE
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Mark Willing Financial Services

Mark Willing Financial Services

16 John Levers Wy., Exeter EX4 1ED
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Fowler Financial Planning

Fowler Financial Planning

(10)
  • Business
  • Pension
  • Financial Advice
“Matt has helped me, my husband and my husband's parents with multiple financial "things". Including: organising several of my workplace pensions into one; helping us with our mortgage and advising my in-laws on the best way to invest and manage their...”
15 Magdalen Rd, Exeter EX2 4TA
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Thompson Jenner

Thompson Jenner

(1)
Services For Business, Services For Individuals
“What a fantastic bunch of people so helpful and some good advice would recommend them anytime thanks guys and girls”
Family Business
1 Colleton Cres, Exeter EX2 4DG
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PKF Francis Clark

PKF Francis Clark

(1)
For Business, For Individuals:, For Self-Employed:
“Highly professional and knowledgeable expertise.”
Family Business
Centenary House Peninsula Park, Rydon Ln, Exeter EX2 7XE
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PC Financial Planning

PC Financial Planning

(8)
  • Financial Advisor
  • The Future
  • Understanding
“I can thoroughly recommend Paul for Financial advice. Paul has helped me enormously for many years with all my financial affairs. He has given me excellent advice and guidance. Paul is very good at listening and explaining all my options clearly fo...”
In Business Since 2019
St. James's Place Wealth Management, 24 Southernhay W, Exeter EX1 1PR
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Rodney Spiller Wealth Management

Rodney Spiller Wealth Management

(7)
  • Team
“Rodney has been very helpful in advising and continuing to support me throughout various changes. Always available for queries and responsive as required. Excellent service thank you”
59 Fore St, Topsham, Exeter EX3 0HL
Featured

Will you have enough money for the retirement you want? And how do you know how much is enough? We’re living longer meaning we need the finances to enjoy it.   The value of your investment can go down as well as up. You could get back less than you invested. Rodney Spiller Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website...

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Crescent Wealth Management

Crescent Wealth Management

(5)
  • Pensions
  • Results
  • Business
“As we have many high net worth clients, we wanted to work with a company that represented the same values to their clients by showing integrity, honesty and world class advice – that's why we looked no further than Crescent Wealth Management. Sam, th...”
In Business Since 2016
1st Floor, Vantage Point, Woodwater Park, Pynes Hill, Exeter EX2 5FD
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Quay Accounts

Quay Accounts

(2)
Limited, Payroll, Management Accounts
“I've used Quay Accounts for a number of years now and can only recommend their service. Throughout the time they've handled my accounting I've been provided with clear and precise recommendations that have fit my particular circumstances. The team th...”
Transparent Fees & Pricing
Coupons & Offers
10 Southernhay W, Exeter EX1 1JG
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Goodmans Financial Planning

Goodmans Financial Planning

(2)
“Such a pleasure to work with a great company who know us very well and care. Whole team are just brilliant. New offices are great too.”
25+ Years Experience
25 Southernhay E, Exeter EX1 1QP
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Cathedral Financial Management

Cathedral Financial Management

Financial Planning, Managed Investment Service, Your Investment Options
“Shipman Wealth Management provides advice to both individuals and companies on all aspects of financial planning. Our expertise lies in advising clients who want a personal and unbiased financial planning service, enabling their objectives to come to...”
Eagle House, Science Park, 1 Babbage Way, Exeter EX5 2FN
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Yellowtail Financial Planning Limited

Yellowtail Financial Planning Limited

“We don't encourage unnecessary activity when markets rise and fall. Instead of chopping and changing your investment strategy we want you to have the confidence to 'stick with the plan'. It's hard to do because the financial services sector and the p...”
Transparent Fees & Pricing
Ground Floor, 11 - 15 Dixs Fld, Exeter EX1 1QA
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Bespoke Financial Guidance

Bespoke Financial Guidance

, , Financial Planning
“We are part of Quilter Financial Planning network, a national company, therefore we are able to service clients throughout the UK. Our highly experienced mortgage advisors can provide you with a personal and professional service either remotely or in...”
Remote Consultations Available
7 Oaktree Place Matford Business Park, Manaton Cl, Exeter EX2 8WA
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Retirement Planning and Investment Management Services in Exeter Cost Estimates

Minimum cost
£1241
Maximum cost
£10540
National Average
£3720
Avg Per Hour Rates
£374
£2481
£6821
Fair price range is based on 327 cost profiles
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Average Cost £3720
Minimum cost £1241
Maximum cost £10540
Avg Per Hour Rates £374

Fair range $2481 to $6821 is based on 327 cost profiles.

Why these companies made our list

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