Clover Wealth Management

Independent Financial Adviser  Pinbrook Court, Exeter, Devon, EX4 8JQ
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FCA authorised
Last authorised 25th May 2020
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Group Pension/Stakeholder
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Long term care
Meet our advisers
Tim Burridge APFS
Managing Director
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.

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

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

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Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.