I take great pride in offering unbiased, down-to-earth & friendly advice on all aspects of financial planning - including ISAs & other investments, life assurance & pensions, tax planning (including inheritance tax), mortgages & school fees planning. I have worked in the East Devon & Exeter area since 1987, providing comprehensive advice and regular reviews and am a registered individual of Positive Solutions (Financial Services) Ltd.
Clients will always get a personal service from me. In recent years I have been surveyed twice by the Financial Times 'mystery shopper' and I am proud to say that I came top on both occasions.
Longfield, Church Road, Whimple, Exeter, EX5 2TF
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