We are a small IFA firm who value our close long term relationships with our clients. We like to ensure that all of our clients needs are catered for as they change throughout life - from the thepurchase of their first home, protection and insurance requirements of the young family, where maximum cover for minimum cost is essential, through the middle years of saving for retirement, and then helping our retired clients get the best income from their life savings. How we work.
Legal & Medical's financial advisers offer a full range of independent financial planning, investment advice and wealth management services to doctors and dentists. Our advisers throughout theMidlands, South of England and Wales know and understand your profession. Whether you're a GP, hospital doctor, locum, surgeon, consultant or dentist, we can help you reach your lifestyle goals and secure your long-term financial future.
You will then be in a position to make an informed decision whether Otter Financial Services is the right financial adviser for you. Otter Financial Services Ltd is authorised and regulated by theFinancial Conduct Authority. FCA reference number 593699.
From 1st November 2013, Queensgate Personal Investment Management changed its name to City Financial Planning (Exeter) Limited. Queensgate had been part of City Financial Planning Limited for the lastten years and, following changes in the financial services sector aimed at bringing more clarity to clients, we felt this was a good time to consolidate the link between the two companies. We are able to offer financial advisory services across the region from our Bath and Exeter offices.
On the following pages you will find a lot of what we consider to be useful hints and information on specific financial products - along with details of the services you can take advantage of throughus. We will personally tailor our financial planning to suit you, your goals and circumstances. John Head Finance works on a Fee or Commission basis, providing a flexible and affordable service.
We understand that in today's world managing your money and planning for your financial future has never been more important. At Clover Wealth Management we want to make your money work for you, be itproviding long term security, growing your assets or planning for your retirement. We help you discover the things in life that are important to you, whether it's your family, travelling the world or other exciting future goals.
Based in Exeter, Devon we are asset finance brokers specialising in sourcing asset finance for local businesses. With over 50 years combined finance industry experience we are well placed to find thebest finance deal for your business. We are independently owned so not tied to any one lender or financial product.
Based in Exeter, Howard Financial Services Ltd provide unbiased, expert financial advice to both private and corporate clients. We are an independent financial advisory service with many years'experience in the industry, we have built a reputation for providing business and private clients with financial planning and investment advice that's sound, impartial and successful. As an independent financial adviser, we are directly authorised and regulated by the Financial Conduct Authority (FCA).
As whole of market, independent mortgage brokers in Exeter, Barnstaple, Bideford & North Devon we are perfectly positioned to help you throughout Devon, Cornwall and beyond. In fact we have lots ofclients throughout the UK and many of those in London. Unlike your bank, that can only offer you their own products, being an independent mortgage broker means Barr Mortgages can source your mortgage from the whole of the market to fit exactly your individual needs and situation.
At Cathedral Financial Management, year on year since 1993, we have continued to achieve excellence that is well above the standard for our profession, helping our clients build wealth and financialsecurity. Whether we are advising privately, or to businesses, you can be confident in our professionalism and care.