At Fowler Financial Planning our mission is to guide our clients through life's financial journey. We believe it is important to use our skills and experience to contribute to the community in and around Exeter. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products.
Services
Fowler Financial Planning seeks to enable clients to achieve financial peace of mind, both today and in the future. Our clients are often busy, professional people, who recognise the need for discipline in their personal finances and understand the value of partnering with a trusted adviser to manage their financial affairs.
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
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
