Secure your financial future

Your local Exeter Investment Managers

Build a trusted, personal relationship between you and your local Investment Manager - so we can support you to create a more secure financial future.

Request a call back Meet the team

Our Exeter team offers

We support a wide range of clients with our Wealth Management services.

Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you do not miss out on appropriate opportunities or are exposed to unnecessary risks.

Working with Financial Advisers

We work for you so that you can work better for your clients, by providing a wide range of investment services to support you to be able to focus on what you do best - managing your client's holistic financial plan.

Working with Professionals

We seek to build a trusted relationship with Solicitors, Accountants, Consultants and Trustees to build a collective circle of advice to help your client’s devise a more secure financial future.

Speak with your Financial Planner & Investment Manager

0139 245 3600

Monday - Friday (9am - 5pm)

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About the Exeter team

Established in 2007, our team of Investment Managers are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years.

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Where to find us

We are always happy to welcome you to the Exeter office.

Broadwalk House
southernhay
Exeter
EX1 1TS
Get directions

Meet the team

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert in Exeter.

01392 453 600 (Open Mon-Fri, 9am-5pm)

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