Best Financial Advisors in Exeter

“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...”

“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...”

“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...”

“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...”

“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”

“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...”

“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.”

“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”

“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.”

“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...”

“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...”

“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...”

“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...”

“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.”

“We are truly independent which means we can offer products from the whole of market. Once we have understood your needs, aims and aspirations, Heaton Financial will help you plan for your financial future with confidence.”

“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...”

“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...”