Independent Financial Adviser
Phaeton, The Old Coach House, Honiton, EX14 9PN
First meeting at adviser's own cost
Independent financial advisers providing advice for all personal finance objectives including Pensions, Investments & Inheritance Tax. We aim to help all our clients achieve their financial goals by delivering honest, realistic and expert advice.
Chloe explained so much in a short space of time regarding pensions that I felt confident and excited to put my pension in her capable hands
Chloe was so helpful, she carefully explained every option to me in a very clear way. She explained the best options for me and was very transparent about the cost of the product, fund charges and her fees which were all very reasonable.
Chloe offered to help review my existing cover and I was very pleased with the recommendations she gave.
We pride ourselves in building strong, trusting relationships with our clients, ensuring portfolios are proactively managed and striving for positive outcomes with our clients needs at the heart of everything we do.
My particular area of interest is helping my clients construct and work through their own unique retirement journey. It is a privilege to help build a picture of what they want their retirement to look like and then helping them to achieve their goals.
Where to find us
Head office address: Phaeton, The Old Coach House, Upottery, Honiton, EX14 9PN
I have more than 14 Years’ experience in the Finance industry, with a focus on providing an exceptional Financial Planning experience to clients. I provide friendly, tailored financial advice, in a clear and easy to understand way.
Our initial chat is free; there is no rush and trust should be established first. Independent and with 12 years of experience I am happy to travel to you to conduct relaxed and holistic financial planning. Specialist expertise in tax and estate planning.
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