Top 10 Independent (IFAs) & Restricted Financial Advisers in East Devon

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

Wealth management built around you - from one of the world's strongest banks.

Wealth management built around you - from one of the world's strongest banks.

Thoroughly independent financial advice, focused on you and your ambitions.

I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.

We are a Chartered Financial Planning firm, providing independent financial planning, wills, trusts, mortgage, insurance and tax advice to private clients, trusts and small businesses. We are based at the Exeter Business Hub, Exeter St. David's Station.

I help people feel confident about their financial future through clear, personal advice. From investment planning & retirement strategy to protecting what matters most. My approach is thoughtful, long term and always focused on you.

We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.

We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.