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.

W & P Financial Planning

W & P Financial Planning

(1)
Business Protection, Wealth Management, Pensions
“Andrew is just simply amazing ! Helped us out from start to end .. always available .. always willing to help ! Highly recommended !! Thank you”
19 Southernhay W, Exeter EX1 1PJ
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Profecto Financial Services

Profecto Financial Services

(4)
Savings & Investments, Taxation, Wealth Management
“I cannot stress enough how pleased I am with the advice and guidance that Martin and Petra from Perfecto have given me. Nothing is too much trouble for them including translating in detail, all the jargonese that is used in the business these days to...”
In Business Since 2016
kings wharf, The Generator Quay House The Gallery, The Quay, Exeter EX2 4AN
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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
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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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Premier Financial Planning

Premier Financial Planning

(30)
  • Professional
  • Knowledge
  • Insurance
“Rich has been absolutely outstanding in supporting us in securing a mortgage, life insurance and contents cover for our new home - we simply could not have achieved this without his support. Highly recommended.”
40+ Years Experience
1b, 1B Station Rd, Pinhoe, Exeter EX1 3SA
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.5 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
Granted Consultancy

Granted Consultancy

(18)
  • Business
  • Write
  • Presentation
“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...”
Broadwalk House, Southernhay W, Exeter EX1 1TS
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Kirks Insolvency - Exeter

Kirks Insolvency - Exeter

(8)
Company Voluntary Arrangement, Members’ Voluntary Liquidation, Creditors Voluntary Liquidation
“Kirks helped me with voluntary liquidation of my private limited company early this year. The team was extremely professional and efficient in their service. I was also very pleased with their prompt responses that kept me up to date with status of t...”
Transparent Fees & Pricing
5 Barnfield Cres, Exeter EX1 1QT
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Strategic Solutions Financial Services Exeter

Strategic Solutions Financial Services Exeter

(7)
“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

(4)
Payroll Support, Insolvency, Corporate Finance
“We were recommended to Kirk Hills and have been with them for a number of years. They helped us from start-up, through growth to present day. The team are always on hand and provide clear answers. Their knowledge and advice has been instrumental with...”
In Business Since 2006
5 Barnfield Cres, Exeter EX1 1QT
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Fowler Financial Planning

Fowler Financial Planning

(5)
“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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Foresight Financial Planning

Foresight Financial Planning

(5)
  • Mortgage
“I have enlisted the help of Alan for all my mortgage planning for over 5 years now. Both he, and Rachel, are extremely professional, knowledgable, friendly .... and patient! I would have no hesitation in recommending Foresight Financial Planning, a...”
8 Southernhay W, Exeter EX1 1JG
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Littlewell Financial Management

Littlewell Financial Management

Pensions and Divorce Issues, Savings and Investments, Life Assurance and Income Protection
“We look to create long-term relationships with our clients, and as a partnership we work together to plan your financial future. We believe it is important to offer a highly personal approach so at the outset we take time to get to know you, your lif...”
The Octagon House, Osprey Rd, Sowton Industrial Estate, Sowton, Exeter EX2 7JG
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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...”
52 Queen St, Exeter EX4 3SF
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Goodmans Financial Planning

Goodmans Financial Planning

(1)
“Office in great location and Goodmans are a very professional and friendly financial advice firm - we have used them for years”
25+ Years Experience
First Floor, Broadwalk House, Southernhay W, Exeter EX1 1TS
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Mark Willing Financial Services

Mark Willing Financial Services

16 John Levers Wy., Exeter EX4 1ED
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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

(6)
“We all know something about financial planning, even if it's 'I need to get on top of this'. We've all got a good friend who seems to have it all sorted, or at least sorted for themselves. I count myself fortunate that my path crossed with Paul and...”
In Business Since 2019
Knowle View, Longdown, Exeter EX6 7SR
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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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Prydis Limited

Prydis Limited

(4)
“Fantastic accounting and financial services!”
In Business Since 2011
Senate Court, Southernhay Gardens, Exeter EX1 1NT
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Crescent Wealth Management

Crescent Wealth Management

(2)
“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...”
1st Floor, Vantage Point, Woodwater Park, Pynes Hill, Exeter EX2 5FD
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Yellowtail Financial Planning Limited

Yellowtail Financial Planning Limited

Financial Planning, Family Wealth, Tax & Estate Planning
“Many firms managing wealth today concern themselves only with the assets you have today. Our way of working is to look at how your assets need to support you and your lifestyle into the future, and use that knowledge to inform the financial decisions...”
Ground Floor 11, 15 Dixs Fld, Exeter EX1 1QA
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Shipman Financial Planning

Shipman Financial Planning

Philanthropic Giving, Financial Planning, Charities
“Shipman Financial Planning is a Financial Planning firm based in Exeter, Devon. We look after and advise clients from all around the UK.”
Ground Floor, Eagle House, 1 Babbage Way, Exeter EX5 2FN
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Heaton Financial IFA

Heaton Financial IFA

Wealth Management, Saving and Investments, Inheritance Tax
“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.”
Waring Bowen Court, Mill Rd, Exeter EX2 6LY
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Eastgate Financial Services

Eastgate Financial Services

2 Barnfield Cres, Exeter EX1 1QT
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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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