Independent Financial Advice
from award-winning Chartered Financial Planners
Our experienced Chartered Financial Planners give expert independent financial advice focused on pensions and pension income drawdown, investing for income and capital preservation in retirement, estate planning and tax mitigation using specialist investments, such as EIS (Enterprise Investment Schemes) and BPR (Business Property Relief). Based in Exeter, our friendly and experienced team would be delighted to help you plan your future. Read more.
Pension Income Drawdown
We give expert advice on pension income drawdown, together with other pension income options at retirement, so you can maximise your income in retirement and take advantage of new pension flexibility. We advise on pension transfers and pension consolidation as part of a retirment income and investment strategy.
Talk with Investment and Pension Experts
Are you unsure or worried about your current investment, pension, estate planning, want to save tax, or lack confidence in your current adviser? We offer an objective second opinion free of charge so you can get your planning back on track. Our aim is to give you clarity, help set out the options so you can make informed decisions with more confidence and make change easy.
Our Professional Credentials and National Award
Matthew Clark was named as one of three finalists in the UK for the prestigious Chartered Financial Planner of the Year 2013 Award and is an accredited member of SOLLA and STEP and an affiliate member of Resolution.