Best Financial Advisors in Exmouth

“Found this accountancy firm a couple years ago and just wish we found them sooner, they are very professional, knowledgeable and more importantly helpful in all they do, nothing but praise for them.”

“We came to David earlier this year to chat about mortgages. Being a first-time buyer, we went into our first meeting quite confused about the whole process, but he broke it down and really spoke to us in depth about the process, we left feeling confi...”

“I would highly recommend this company, a very approachable, personable, tailor made service with an efficient and effective strategic delivery.”

“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...”

“I have used Laura D'Alessandro for my children in court I have found her helpful and very Pleasant An always Willin to help you I'm very professional I would Highly recommend Laura For any of your family situation.”

“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...”

“Rodney and his team are very professional and responsive in taking care of our pensions and investments. They go out of their way to make sure that we are fully aware of world wide events, markets and strategies to help us make the most of our goals....”

“Andrew is just simply amazing ! Helped us out from start to end .. always available .. always willing to help ! Highly recommended !! Thank you”

“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...”

“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...”

“First class service provided by Richard who I would highly recommend for a re-mortgage. He was always very responsive, actioned requests promptly and efficiently with nothing ever being any trouble for him. One of a kind!”

“The company contacted me suggesting that I may have been mis-sold a FSAVC. I had always thought that the return had been very disappointing, but did not know how I could go about any claim. The work has taken over a year, but that is partly due to ...”

“I found Andrew to be approachable, knowledgeable and professional. He helped us by listening to our situation and creating a plan for the way forward. He clearly has an excellent financial knowledge base to call upon.”

“Ripley Wales has been my IFA for a number of years and has given me excellent advice. Steve is always very helpful and great to deal with, I highly recommend his services.”

“Sound advice from professionals who took the time to understand my situation and laid out my options very clearly. Looking forward to moving forward with the future now.”

“As a Chartered Certified Accountant, when my business partner recommended Granted to me, my first comment was that I could do the R&D claim myself, but when I eventually agreed to using their services, it did save me a lot of time, not to mentioned t...”

“Good personal service from the same advisor. Excellent communication. Good value and good long term advice from a local trusted source. Nice to know my future finances are in safe, professional hands. Would recommend the company to anyone looking to ...”

“I chose Kirks Insolvency Service because they had a document that described the insolvency process and their service. The document on Voluntary Insolvency was useful as it is a once in a lifetime experience for me. The voluntary insolvency service wa...”

“I have been dealing with James Myers for nearly 12 Months now. He and his company have given me excellent service and good advise since I have been with them. I would definitely recommend them.”

“I would highly recommend Martin from Strategic Solutions. He has helped me over a number of years with my finances and always given me very clear and professional advice. He is very knowledgable and able to explain and guide me through my complex f...”