Clover Wealth Management

Independent Financial Adviser Pinbrook Court, Venny Bridge, Exeter, Devon, EX4 8JQ
FCA verified
10th December 2018
We are 'Chartered Financial Planners' who specialise in Wealth Management of Investments, Pensions and Trusts in a cost effective way.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Group pensions
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Estate planning
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Tim Burridge APFS
Managing Director
Where to find us

Pinbrook Court, Venny Bridge, Exeter, Devon, EX4 8JQ

About us

We are 'Chartered Financial Planners' one of a very few companies to hold the prestigious title awarded by the CII. We are a friendly, approachable company offering highly qualified Independent Financial Advice to private and corporate clients.
Helping you deal with difficult decisions around levels of risk, cash-flow planning, business planning or retirement decisions and what you will need now and in the future is where we make a real difference. We provide a full financial planning service looking to ensure that we provide genuine value to your financial affairs and aim to keep your costs to a minimum.

Our services

We understand in today’s world managing your money and planning for your financial future has never been more important. We want to make your money work for you, be it providing long term security, growing your assets or planning for your retirement.
We help discover the things that are important to you, whether it's family, travelling the world or other exciting goals. Combining this with our sound investment philosophy we tailor a plan focused on you. We review this regularly to ensure you stay on track. Our clients tell us they really like our professional knowledge and personalised approach.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Compliance

Clover Wealth Management is a trading style of Clover Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority.

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