Pension & Investment Advisers
Bernie comes from a Life Office and Banking background and now specialises in pension planning, wealth management, later life advice and estate planning.
CertPFS DipFA MLIBF
Nicholas is a highly experienced IFA with over 35 year experience in financial services. He specialises in Investments, Savings and Pensions.
DipPFS Certs CII (MP&ER)
Paul is the managing director of the firm, and has over 35 years of experience in financial services.
DipPFS Certs CII (MP)
Chris has 30 years of experience in financial services and is a qualified investment adviser.
Michelle is an experienced IFA who works in the Exeter area.
Mortgage & Protection Advisers