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

Clients come to us for our bespoke advice and guidance on a wide range of financial planning scenarios. We know from first-hand experience that getting the right financial advice can make a big difference at any stage of your life, career or business.

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.

Whether you require help buying a home, planning your retirement, saving for the future or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.

Welcome to JBM Wealth Management. We offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.

Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.

We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.

As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.

Independent Financial Adviser providing tailored, holistic planning with ongoing support. I help clients grow and protect their wealth through efficient tax planning, retirement strategies, portfolio structuring, and cash flow analysis.

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.