Stephen Clare

Independent Financial Adviser  Longfield, Whimple, Devon, EX5 2TF
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FCA authorised
Last authorised 25th May 2020
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 my next 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
Meet our advisers
Stephen Clare BA(Hons), DipPFS, CeMap
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

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

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