Gilbert Stephens Financial Services Ltd

Independent Financial Adviser 15-17 Southernhay East, Exeter, Devon, EX1 1QE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
20th May 2019
We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Wealth management
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Equity release
    • Home reversion
    • Long term care
Meet our advisers
Marcus Quick
Financial Services Manager
Accreditations
Later Life Accredited Adviser
Wyatt Loake
Financial Services Manager
Where to find us

15-17 Southernhay East, Exeter, Devon, EX1 1QE

Make an enquiry
About us

We are wholly owned by Gilbert Stephens LLP, a long-established Solicitors practice with over 100 staff in our offices in Exeter, Crediton, Ottery St Mary, Sidmouth and Budleigh Salterton. Our Financial Services team was established in 1988 as a department within the law firm to complement its high quality legal advice. We became a separate company in 2012. These close ties enable us to offer our clients a dedicated financial service which is seamlessly integrated with the advice of the legal practice. This is of particular benefit in taxation, inheritance planning, family matters and pension-sharing on divorce.

Our services

We specialise in investment for income and/or growth, pensions (including pension-sharing following divorce), long-term care, mortgage advice, estate planning and Inheritance Tax mitigation. Our personal approach is tailored to your individual needs. We work with Gilbert Stephens LLP Solicitors where integrated legal advice is required alongside our financial recommendations. We are committed to treating you fairly and always put your interests first. We take time to understand your requirements in order to achieve your objectives. We provide an estimate of our fees at the outset for both the provision of initial advice and our ongoing services.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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