Simon Austin Chartered Financial Planner

Independent Financial Adviser  28 Unicorn Street, Exeter, Devon, EX2 7RE
First meeting at adviser's own cost
Effective planning for your future is the only way to ensure that your personal and business goals are achieved. I offer truly personalised financial planning, from basic reviews to more complex appraisals.
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
Mr Simon Austin
Chartered Financial Planner
About us

I am a Chartered Financial Planner with an aim to find you the best solution to your financial needs and objectives. I am also an Independent Financial Adviser which enables me to find truly personal tailored solutions for you.

Our services

I listen and understand my client's needs, developing long-term trusted relationships. As a company we are extremely proud of the quality of our advice and the diligence with which we conduct our work. Expertise in Pensions, Wealth Management, and ESG Ethical Investments.

Where to find us
Head office address: 28 Unicorn Street, Exeter, Devon, EX2 7RE
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Please note: Minimum value for DB transfer under review is £250,000

Response rating
9.0/10
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FCA authorised
Last authorised 26th July 2021

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