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Top 10 Independent (IFAs) & Restricted Financial Advisers in Exeter

Find the best FCA regulated financial advisers in Exeter. Get expert help near you with pensions, investments, retirement planning and more
Exeter, Devon
M&G Advice

M&G Advice

Exeter
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2287
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Gilbert Stephens Financial Services Ltd

Gilbert Stephens Financial Services Ltd

Exeter
Initial consultation free
FCA verified
Independent
We have two qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
Clients
helped
13
Minimum
wealth
£0+
Meet the team
Wyatt Loake
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Advice Rooms

Advice Rooms

Exeter
Initial consultation free
FCA verified
Independent
Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
Clients
helped
630
Minimum
wealth
£0+
Meet the team
Adam Neal
Jon Thompson
Tracy Muller
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Prydis Wealth Limited

Prydis Wealth Limited

Exeter
Initial consultation free
FCA verified
Independent
Prydis Wealth Management provides personalised, independent advice to help you grow, protect and plan your wealth with confidence. Our Chartered advisers create tailored strategies built around your goals, today and for the future.
Clients
helped
51
Minimum
wealth
£150k+
Meet the team
Stuart Gibbs
Geoff Morrey-Jones
Liz Andrews
Mark Welsh
Oliver Ibrahim
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
M&G Advice

M&G Advice

Exeter
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2287
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
ce

Chartered Edge Financial Planning

Exeter
Initial consultation free
FCA verified
Restricted
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
95
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
ce

Chartered Edge Financial Planning

Exeter
Initial consultation free
FCA verified
Restricted
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
95
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
ClearView Wealth Management Ltd

ClearView Wealth Management Ltd

Exeter
Initial consultation free
FCA verified
Independent
Thoroughly independent financial advice, focused on you and your ambitions.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Lawrie Tawse
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Prydis Wealth Limited

Prydis Wealth Limited

Exeter
Initial consultation free
FCA verified
Independent
Prydis Wealth Management provides personalised, independent advice to help you grow, protect and plan your wealth with confidence. Our Chartered advisers create tailored strategies built around your goals, today and for the future.
Clients
helped
51
Minimum
wealth
£150k+
Meet the team
Stuart Gibbs
Geoff Morrey-Jones
Liz Andrews
Mark Welsh
Oliver Ibrahim
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
ClearView Wealth Management Ltd

ClearView Wealth Management Ltd

Exeter
Initial consultation free
FCA verified
Independent
Thoroughly independent financial advice, focused on you and your ambitions.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Lawrie Tawse
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Exeter