Stephen Clare

Independent Financial Adviser  Longfield, Whimple, Devon, EX5 2TF
To help my clients understand their financial situation, protect what they already have and increase the value of their assets.
We can advise you on
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Annuity purchase
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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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Building your home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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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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OEICs
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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Estate planning
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Taxation planning
Response rating
9.0/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Stephen Clare BA(Hons), DipPFS, CeMap
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
Stephen has looked after my financial affairs since 2009. He has secured two mortgages for me, arranged my income protection, life assurance and my pension. I have found his personal approach to be thoroughly competent. He is efficient and impartial and I would have no hesitation in recommending his services.
Charles Howard, London
Excellent service and always on the ball.
Paul Kallu, Exeter
I have always found Stephen Clare to be very helpful and quick to answer the many different financial questions that I ask him. He is easy to approach and always has your best interests in mind! He offers good advice that you can take up if you wish, I have never been pressurised into making any decisions and having dealt with him for a long time now, can honestly say that he has never let me down.
Aimée Luxton, Exmouth
Hi Stephen - Just to say - First class service - thank you for your help and advice, would always be pleased to recommend you
Ian & Julie Bateson, Ringwood
My situation was not straightforward and changed several times during the time that Stephen worked with me. I really valued his ability to understand my circumstances fully and to find the right product for me. I have no hesitation in recommending Stephen and would definitely use him again. Thank you Stephen!
Anna Whitton, Tiverton
We are really pleased with the advice we have received from Stephen and would recommend his services to anyone requiring financial advice
Steve Hancock & Becky Beasley, Exeter
I have used the services of Stephen Clare since 2005. He has looked after my income protection and life assurance and helped us through a maze of mortgages and re-mortgages. He is competent, thorough and, most importantly, not pushy. I will continue to use his services in the future
Dr Jac Ciampolini FRCS(Orth), Plymouth
I've always found Stephen knowledgeable and helpful. His advice has been invaluable over the years and I gladly recommend his services
Bob Atkin, Torquay
Stephen has provided a very useful advisory service in respect of my pensions; during informal chats he has highlighted the points I should consider and clarified issues relating to: final salary, AVC and private pension savings. I now have a clearer understanding of my options and can make decisions accordingly. Thanks again Stephen.
Pete Ackland, Whimple
This is great - thank you, Stephen, for all your hard work in organising this for me.
Emma Wodehouse, London
Hi Stephen - thank you very much for all your help with this. Once again, your service has been exemplary.
Greg Field, Exeter
Knowledgeable, friendly and professional.
Ness Quigley, Exeter
I would recommend Stephen Clare as an independent financial adviser without hesitation. I consulted him for advice over alternatives to do with pensions relating to a Local Authority employer. He dealt with me respectfully, checking that I understood all that he was saying. He did not try to push me in any particular direction and laid out all of my options with clarity and complete objectivity. I used the information he gave me to make my pension decisions . Thank you again. All my very best.
Jenny Bleasdale, Exeter
About us

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.

Our services

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.

Where to find us

Longfield, Church Road, Whimple, Exeter, EX5 2TF

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 23rd January 2020

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