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 investment management services in Exeter.

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 don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
Find out more
1 of 3

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.

  • Helping you free up your time to focus on your client by letting us take care of your clients investment portfolios.
  • We cater for a wide range of investment needs, offering truly bespoke to centrally managed portfolios.
  • Supporting you with the evolving regulatory challenges and any risks or opportunities that arise.
Find out more
2 of 3

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.

  • Matching you with the right advisers to build the most appropriate team around your client.
  • We’ll shape and manage a bespoke financial plan and investment portfolio for your client, giving them financial peace of mind.
  • Helping you stay informed with market commentary, personal finance guidance and thought leadership on key financial matters.
Find out more
3 of 3

Speak with your Financial Planner & Investment Manager

0139 245 3600

Monday - Friday (9am - 5pm)

Latest insights

Article
The US election will impact markets
By Charles Stanley
12 Apr 2024 | 12 min read
Article
AIM shares: what are the benefits?
By Abi Ward
11 Apr 2024 | 6 min read
Article
US navigates major geopolitical tensions
By Charles Stanley
11 Apr 2024 | 9 min read
Article
Fed speak upsets markets
By Garry White
Chief Investment Commentator
05 Apr 2024 | 7 min read

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.

Brochures

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)