Business Details
Your Trusted Financial Partner in Exeter
At Fowler Financial Planning, we are dedicated to guiding clients through life's financial journey with expertise and integrity. Our mission is to enable clients to achieve financial peace of mind by offering tailored solutions that address their unique needs. With a focus on building long-term relationships, we work closely with busy professionals, business owners, and retirees to help them build, grow, protect, and preserve their wealth. Our team combines deep industry knowledge with a commitment to personalized service, ensuring clients receive strategic advice aligned with their goals. We prioritise transparency, ethical practices, and ongoing education, empowering clients to make informed decisions.Rooted in Exeter, we actively contribute to the local community through financial literacy initiatives and partnerships. Our approach integrates comprehensive financial planning with a thorough understanding of market dynamics, ensuring clients benefit from both technical expertise and a client-centric philosophy. By maintaining affiliations with trusted institutions like St. James's Place Wealth Management, we uphold rigorous professional standards while delivering innovative solutions. Our dedication to excellence has earned us the trust of clients who value disciplined, forward-thinking financial guidance.
Services
Investment Planning
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Highlights and features
- We offer personalised financial planning tailored to your unique goals.
- Our team combines deep industry knowledge with a client-centric approach.
- We prioritise transparency, ethical practices, and ongoing financial education.
- Rooted in Exeter, we actively support local community financial literacy initiatives.
- Affiliated with St. James's Place Wealth Management for rigorous professional standards.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent at what he does
Knowledgeable and reassuring advice
Thorough review of financial affairs
Client-focused and hardworking
Confidence in professional knowledge
Services
Investment Planning
Our investment planning service helps clients grow and manage their wealth through tailored strategies. We assess risk tolerance, financial goals, and market conditions to create diversified portfolios. With ongoing monitoring and adjustments, we ensure investments align with evolving needs while maintaining compliance with regulatory standards.
Retirement Planning
We design comprehensive retirement plans to ensure financial security during post-employment years. Our approach includes pension reviews, tax-efficient savings strategies, and income projections. By addressing potential gaps early, we help clients transition smoothly into retirement with confidence in their financial stability.
Protection Planning
This service safeguards clients' financial well-being through insurance solutions tailored to their circumstances. We evaluate life, health, and income protection needs to mitigate risks. Our goal is to provide peace of mind by ensuring clients and their families remain financially secure against unforeseen events.
Corporate Services
We support business owners with strategic financial planning, including succession planning, tax efficiency, and employee benefits. Our expertise helps companies navigate complex financial decisions while aligning with long-term growth objectives. We also assist with corporate pension schemes and asset management.
Intergenerational Wealth Management
This service focuses on transferring wealth across generations while minimising tax liabilities. We develop strategies for inheritance planning, trusts, and charitable giving. Our approach ensures clients' financial legacies are preserved and distributed according to their wishes.
People
Matthew Fowler
Director
Matthew Fowler leads Fowler Financial Planning with over 15 years of experience in wealth management. He specialises in creating tailored financial strategies for professionals and retirees, combining technical expertise with a client-focused approach to deliver long-term value.
David Fowler
Adviser
David Fowler brings extensive corporate finance experience to his role, focusing on investment planning and pension solutions. He works closely with clients to demystify complex financial concepts, ensuring clarity and confidence in decision-making through straightforward, jargon-free advice.
Questions
What financial services do you specialise in?
We specialise in investment planning, retirement strategies, protection policies, corporate financial advice, and intergenerational wealth management tailored to individual needs.
How do you work with clients?
We build long-term relationships through initial comprehensive reviews, followed by regular reviews to adapt strategies as life circumstances evolve.
Which areas do you serve?
Based in Exeter, we serve clients across Devon, Somerset, and surrounding regions with both in-person and virtual consultations.
What fees apply to your services?
Our fees are transparently discussed during initial consultations, typically based on the complexity of advice and time required to achieve your goals.
How can I book an appointment?
Contact us via our website or phone to arrange a free initial consultation at our Exeter office or remotely at a convenient time.
Reviews (2)
David Fowler
Feb 05, 2021
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We needed help planning our retirement whilst paying off our mortgage and supporting our children with house purchases and weddings etc. Although we were well organised (we thought!) Matt listened to our goals, understood what we wanted to achieve and then produced a plan which enabled us to attain our lifestyle goals. Throughout the process he listened to what WE wanted and planned accordingly, regularly checking in with us to ensure we remained on track and were happy. Even lock down did not stop him keeping in touch via excellent use of technology. His team provide excellent friendly back up
Robin Edbrooke
Jun 20, 2020
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Full disclosure: I am an employee and client of Fowler Financial Planning. My experience as a client has been excellent throughout. Matt, the director and my financial adviser is warm and extremely professional to deal with. The support and knowledge that he has given to me as I negotiate the complex world of personal finance has really enabled me to relax about what is a very stressfull aspect of life. I have had no hesitation in recommending both my family and friends to Fowler Financial planning. If you are in need of quality, uncomplicated financial advice then I can thoroughly recommend Fowler
