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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.”

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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...”

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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...”

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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 ...”

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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.”

Featured

About Us Cameron Jones Financial Management Ltd was established in 2017 when its Director, Fiona Cameron Jones, accepted an invitation to join St. James's Place who are regarded as one of the leading wealth management organisations in the UK. Creating the right financial strategy to manage their wealth is what our clients say brings them peace of mind. They value our professional, honest, jargon free approach to financial planning. More than ever, changing fiscal policy, legal and taxation matters means that a trusted firm that ensures clients are maximising all possible strategies to maintain or improve their financial circumstances is worth an investment of time over the years. All initial consultations are entirely without obligation and can be undertaken at our lovely offices overlooking Exmouth Marina, or we can meet at a mutually convenient venue if preferred. We look forward to meeting you!

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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 ...”

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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...”

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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”

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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 .”

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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”

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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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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”

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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...”

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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...”

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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”

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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...”

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Profecto Financial Services

(7)

Business Protection, Mortgages, Protection

“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...”

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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.”

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Average Cost	£3588
Minimum cost	£1197
Maximum cost	£10167
Avg Per Hour Rates	£360

Best Financial Advisors in Exmouth

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

Bradleys Financial Management

WBW Solicitors and Chartered Financial Planners

JBM Wealth Management

Thompson Jenner

Cameron Jones Financial Management

Avocet Wealth Partnership

Fortuna Major Financial Planning

It IS Your Money

Charles Royle and Company

Kitson Boyce

Premier Financial Planning

Neligan Financial

Ripley Wales Financial Planning

Maskery Wealth Management

W & P Financial Planning

Kirks Insolvency - Exeter

Maven Accountancy

Granted Consultancy

Lehmann Financial Management

Otter Financial Services

Personal Asset Management - Independent Financial Advisors

The Pension Drawdown Company

Profecto Financial Services

Orestone Wealth Management

Retirement Planning and Investment Management Services in Exmouth Cost Estimates

Why these companies made our list

Wealth Management Advisors near Exmouth

Popular in Exmouth