Independent Financial Advice
from award-winning Chartered Financial Planners
Our highly qualified and very experienced Chartered Financial Planners give expert independent advice focused on investments, pensions and retirement planning, tax and estate planning. Based in Exeter, our friendly and experienced team would be delighted to help you plan your future. Read more.
No Investment Gains... No Ongoing Fee
Whilst many of our clients prefer a traditional fee structure, our confidence as investment experts is reflected in an alternative No Investment Gains… No Ongoing Fee structure. This means that if your investment portfolio does not increase in value, we will waive our ongoing fee. Read more.
Talk with Investment Experts
Are you unsure or worried about your current investment, pension or tax planning, 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.