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Best Financial Advisors in Exmouth

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Exmouth area.

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Bradleys Financial Management

Bradleys Financial Management

(30)
Property Videos, Property Investment, Land
“Quick and efficient service, excellent communication from David, who kept us up to date with progress, listened to our request and sought out the best deal for us. Would recommend these services.”
33 Rolle St, Exmouth EX8 2SN
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WBW Solicitors and Chartered Financial Planners

WBW Solicitors and Chartered Financial Planners

(14)
  • Sale
  • Understanding
  • Communicate
“We engaged WBW Solicitors (Exmouth) to manage a Statutory Lease Extension on our flat, a complicated process because there were two landlords above us. They made the process even more complicated because neither would communicate with our WBW solicit...”
In Business Since 1997
Transparent Fees & Pricing
17 High St, Exmouth EX8 1NR
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JBM Wealth Management

JBM Wealth Management

(3)
  • Mother
“Having been recommended Barry Martin of JBM Wealth Management by a family friend, I arranged a call with him to discuss how best to manage my elderly mother's savings in order to ensure that it lasts as long as possible during a period when she is in...”
c, Rear of, 5 The Parade, Exmouth EX8 1RS
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Thompson Jenner

Thompson Jenner

(2)
Services For Business, Services For Individuals
“I highly recommend Paul Carnell. Paul came recommend to me by my solicitor and didn't disappoint. I'm sure to them it was a pretty simple 'bread and butter' kind of situation, but Paul was patient, professional, and really knowledgeable. Paul really ...”
Family Business
28 Alexandra Terrace, Exmouth EX8 1BD
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Cameron Jones Financial Management

Cameron Jones Financial Management

(2)
  • Team
“The team at Cameron Jones are so friendly and helpful and Fiona is an expert in Later Life Planning I highly recommend.”
In Business Since 2017
7, Pilot Wharf, Pier Head, Exmouth EX8 1XA
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Avocet Wealth Partnership

Avocet Wealth Partnership

(1)
“We have always found Ian very professional and personable over the years we have received advice from him. We feel that he has listened to our requirements and given us sound advice, based on what we have discussed. We feel relaxed and valued at our ...”
55 Parade, Exmouth EX8 1RD
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Fortuna Major Financial Planning

Fortuna Major Financial Planning

Taxation, Financial Planning, Wealth Management
“With that in mind we can help you take the right steps to protect your people and your business. After all, you already protect many of the important things that keep your business running smoothly, like property, fleets and stock. So you should also...”
14 Hartley Rd, Exmouth EX8 2SG
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Orestone Wealth Management

Orestone Wealth Management

(21)
  • Pension
  • Information
“My experience with Orestone has been very positive. Adrian and his team are approachable and helpful. I feel I can call for advice and clarification at any time.”
2, The Old Bank Chambers, Fore St, St Marychurch, Torquay TQ1 4PR
Featured

As well as one-off charitable events, we also like to provide ongoing support as well. We donate a proportion of our monthly turnover to the St. James’s Place Charitable Foundation. nnWe are proud to say that the Foundation, since inception, has raised over £93m for thousands of worthy causes! nn#sjp #charity #sjpcharitablefoundation...

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Four Stages Finance

Four Stages Finance

(4)
  • Mortgage
“We were recommended to Four Stages Finance from a family member and we couldn't of been happier with the service we received. We sought them out to help with mortgage advice and got outstanding information from Simon about 12 months ago. He pointe...”
Serving Exmouth Area
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It IS Your Money

It IS Your Money

(49)
Endowment Claim, Pension Claim, Whole of Life Claim
“Fantastic, professional team who claimed ppi back for me from a mis sold mortgage, hassle free service, super quick and kept me informed all the way. Thank you so much Positive Responsiveness, Professionalism, Value”
Serving Exmouth Area
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Charles Royle and Company

Charles Royle and Company

(50)
  • Sense of Humour
  • Mortgage
  • Stress
“We used Shane Reaney as our mortgage broker , can't fault his work, excellent service Would hundred percent use him again and will happily recommend him to others .”
18 Devon Square, Newton Abbot TQ12 2HR
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Kitson Boyce

Kitson Boyce

(42)
Corporate & Commercial, Professional Negligence, Landlord & Tenant
“Ami was very professional throughout the process of selling my house. She was very quick with all paperwork and answered any questions I had. I would highly recommend Ami. Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Serving Exmouth Area
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Premier Financial Planning

Premier Financial Planning

(41)
  • Explain
  • Re-Mortgage
  • Efficient
“Richard was fantastic at explaining things and communicated clearly with us throughout the remortgage process, making the whole procedure transparent and stress free.”
40+ Years Experience
1b Station Rd, Pinhoe, Exeter EX1 3SA
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Neligan Financial

Neligan Financial

(39)
  • Savings
  • Understand
  • Meetings
“I can highly recommend Andrew - he is an excellent financial (and life) advisor. He provides my husband and I with financial forecasting and investment services.”
Transparent Fees & Pricing
Serving Exmouth Area
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Ripley Wales Financial Planning

Ripley Wales Financial Planning

(31)
  • Portfolio
  • Pension
  • Decision
“Stephen was extremely professional and knowledgeable. He listened to what I wanted to achieve and provided informative feedback in simple terms that I was could understand and make sound decisions regarding my finances.”
In Business Since 2010
Serving Exmouth Area
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Maskery Wealth Management

Maskery Wealth Management

(50)
  • Home
  • Company
  • Sell
“Very friendly and professional. Lee took the time to explain everything in layman's terms which was so helpful to us. we would not hesitate in recommending this company.”
In Business Since 2016
Serving Exmouth Area
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W & P Financial Planning

W & P Financial Planning

(23)
Financial Planning, Taxation, Wealth Management
“Been using the mortgage brokerage service for years and years now, and can't recommend Andrew and team enough! All are very knowledgeable and always there to have a quick chat about options.”
19 Southernhay W, Exeter EX1 1PJ
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Kirks Insolvency - Exeter

Kirks Insolvency - Exeter

(16)
Administration, Pre-Pack Administration, Members’ Voluntary Liquidation
“I have used Kirks for my limited company liquidation. They provided excelent service, they answered all my questions (and there been many) and process for smooth. I would definetely recommend them.”
Transparent Fees & Pricing
5 Barnfield Cres, Exeter EX1 1QT
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Maven Accountancy

Maven Accountancy

(19)
Business Accounting, Starting Your Own Business, Tax
“Have had the pleasure of working with Jacob and his comprehensive network for over a year now and find them very professional, attentive and extremely easy to work with. Looking forward to the next few years.”
Napier House, 70 Queen St, Newton Abbot TQ12 2ER
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Granted Consultancy

Granted Consultancy

(22)
  • Project
  • Team
  • Success
“Professional team, took time to understand needs of our business and assess opportunities to recommend, fast turnaround and support of application processes - would definitely recommend”
In Business Since 1997
Licensed
Broadwalk House, Southernhay W, Exeter EX1 1TS
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Lehmann Financial Management

Lehmann Financial Management

(32)
  • Sales
  • Financial Advice
  • Return
“Karl Lehmann represents all that is good about a passionate, trained, qualified and experienced financial advisor. If you want ordinary you should go elsewhere if you want someone who listens and designs a bespoke plan that matches your aspirations t...”
Family Business
Serving Exmouth Area
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Otter Financial Services

Otter Financial Services

(24)
  • Confident
  • Advice
  • Funds
“Damien and his team have provided me with sound financial advice over a good many years now. They have been extremely trustworthy, have expedited matters when necessary and acted with extreme professionalism throughout. I cannot recommend them enough...”
Serving Exmouth Area
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Personal Asset Management - Independent Financial Advisors

Personal Asset Management - Independent Financial Advisors

(15)
  • Mortgage
  • Confidence
  • First Time Buyers
“Very happy with the finance advice from Ian and Ollie. Also receive regular updates for my own portfolio and the Newsletter is very informative. I feel I am in safe hands”
40+ Years Experience
3 Fore St, Kingskerswell, Newton Abbot TQ12 5HT
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The Pension Drawdown Company

The Pension Drawdown Company

(8)
Advice For Businesses, Book Today, Mortgage Advice
“Having retired from the financial services industry (a national firm of IFA's), it became an interesting exercise as to where to re invest my pension funds, as I wanted to utilise an active fund manager, as opposed to passive. After a lot of researc...”
Serving Exmouth Area
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Retirement Planning and Investment Management Services in Exmouth Cost Estimates

Minimum cost
£1197
Maximum cost
£10167
National Average
£3588
Avg Per Hour Rates
£360
£2393
£6579
Fair price range is based on 437 cost profiles
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Average Cost £3588
Minimum cost £1197
Maximum cost £10167
Avg Per Hour Rates £360

Fair range $2393 to $6579 is based on 437 cost profiles.

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