Pension & Investment Advisers

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Bernard Reeby


Bernie comes from a Life Office and Banking background and now specialises in pension planning, wealth management, later life advice and estate planning.

07966 074879

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Nicholas Husband


Nicholas is a highly experienced IFA with over 35 year experience in financial services. He specialises in Investments, Savings and Pensions.

07971 007998

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Paul Molyneux

DipPFS Certs CII (MP&ER)

Paul is the managing director of the firm, and has over 35 years of experience in financial services.

07754 753959

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Chris Pearson

DipPFS Certs CII (MP)

Chris has 30 years of experience in financial services and is a qualified investment adviser.

07768 416795

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Michelle Underwood


Michelle is an experienced IFA who works in the Exeter area.

07976 223732

Mortgage & Protection Advisers

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Chris Pearson

DipFA Cert CII (MP)

Chris is a highly experienced mortgage specialist, working in the area for over 30 years. He specialises in new builds and Help To Buy as well as personal and corprate protection.

07768 416795

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Tony Greenfield

LLB (Hons) Cert CII (MP)

Tony is a mortgage and protection specialist.

07806 388655

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Lisa Skinner

Lisa is highly skilled protection specialist with over 15 years experience in Financial Services. She specialises in family and personal protection.

07966 932549