Business Details
Trusted Financial Advisers in Exeter
Established over thirty years ago, we have built a reputation as a leading wealth management firm serving clients in Exeter and beyond. Our approach prioritises client relationships, delivering tailored financial planning solutions that align with individual goals. We combine deep industry expertise with a commitment to transparency, ensuring clients receive strategic advice on investments, retirement planning, and estate management.Our team's extensive experience, coupled with regulatory authorisation from the Financial Conduct Authority, underscores our dedication to maintaining the highest standards of professionalism and client care. Through sister company Simpkins Edwards LLP, we also provide complementary services including tax and business advice, offering a holistic approach to financial planning.
Services
Investment Planning
Wealth Management
Retirement Planning
Corporate Planning
Inheritance Tax Planning
Protection Insurance
Highlights and features
- We offer personalised financial strategies tailored to your unique circumstances
- Our team combines over 30 years of local expertise with national regulatory standards
- We provide transparent, jargon-free financial guidance and regular portfolio reviews
- Our sister company relationship with Simpkins Edwards LLP offers integrated tax and business advice
- We maintain ongoing client relationships with regular financial progress updates
Associations and certifications
- Financial Conduct Authority
What people say
Very professional
Knowledgeable adviser
Outstanding service
First rate job
Friendly and approachable
Services
Investment Planning
We develop tailored investment strategies considering your financial goals and risk profile. Our services include portfolio management, regular performance reviews, and access to diverse investment vehicles. Clients benefit from ongoing market analysis and strategic adjustments to optimise returns while managing capital risk effectively.
Wealth Management
Our comprehensive wealth management covers investment planning, tax mitigation, estate planning, and retirement strategies. We integrate all aspects of financial life to preserve and grow assets. Clients receive coordinated advice on protecting wealth through diversified investment approaches and strategic planning.
Retirement Planning
We provide complete retirement planning including pension reviews, consolidation options, and tax-efficient withdrawal strategies. Our advice covers flexible drawdown arrangements, annuity options, and cash flow modelling. We help clients navigate pension regulations to maximise retirement income while managing longevity risks.
Corporate Planning
We offer business pension schemes, protection insurance, and cash management solutions. Our services include key person insurance, succession planning, and tax-efficient remuneration strategies. Corporate clients benefit from tailored financial planning to support business growth and continuity.
Inheritance Tax Planning
Our inheritance tax planning focuses on preserving wealth for future generations. We help clients utilise tax reliefs, establish trusts, and implement gifting strategies. We ensure estate plans balance tax efficiency with maintaining sufficient personal financial security for the client's lifetime needs.
People
Paul Whitmarsh
Managing Director
With extensive experience in financial planning, Paul leads our team in delivering tailored investment strategies and wealth management solutions to clients across Exeter and beyond.
George York
Chartered Financial Planner
George provides expert financial planning advice, specialising in retirement strategies and investment management for high-net-worth individuals and business owners.
James Wilcock
Financial Planner
James offers comprehensive financial planning services, focusing on helping clients achieve their long-term financial goals through strategic investment and retirement planning.
James McSorley-Morgan
Senior Financial Planner
As a senior planner, James specialises in complex financial arrangements, providing expert guidance on wealth preservation and intergenerational wealth transfer.
Liz Nuttall
Client Liaison Manager
Liz coordinates client communications and supports our advisory team, ensuring smooth delivery of financial planning services and ongoing client support.
Questions
What financial services do you specialise in?
We specialise in investment planning, wealth management, retirement strategies, corporate financial planning, inheritance tax solutions, and protection insurance tailored to individual and business needs.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (Register No 161585) for our financial planning services.
How do you tailor financial advice to individual clients?
We conduct comprehensive assessments of each client's financial situation, goals, and risk tolerance to create customised investment and wealth management strategies.
Can you help with business financial planning?
Yes, we offer corporate pension schemes, business protection insurance, cash management solutions, and succession planning for business owners.
What investment options do you offer?
We provide access to Investment Bonds, ISAs, Collective Investments, EIS, VCTs, and ethical investment options with regular portfolio monitoring.
How do you support retirement planning?
We assess pension arrangements, recommend consolidation strategies, advise on tax-efficient withdrawals, and provide ongoing cash flow modelling for retirement.
