Explore Financial Advisers Serving Devon

Review the services of 28 financial advisers in Devon, including Exeter, Plymouth and Paignton. Whether you need pension advice, investment planning or ongoing financial guidance, look for relevant professionals and enquire about consultations and fees.
6 reviews
Charles Royle
36 Years
6 reviews
We have over 30 years of experience in independent financial advisory services
Trusted financial planning services in Newton Abbot since 1990. Specialising in mortgages, equity release, retirement planning, and investment management for long-term security.
Mortgages Equity Release Investments
6 reviews
Philip J Milton
41 Years
6 reviews
Awarded prestigious Corporate Chartered Firm status by the Chartered Insurance Institute
Independent Chartered Financial Advisers offering tailored wealth management, retirement planning, and probate services in North Devon. Expert guidance for individuals and businesses since 1985.
Financial Planning Wealth Management Retirement Planning
We offer 35 years of experience in personalised financial planning.
Discover trusted financial planning services in Tavistock. Astute Money offers expert retirement planning, wealth management, and tax-efficient investment advice tailored to your needs.
Wealth Management Retirement Planning Equity Release
We provide jargon-free financial advice tailored to individual needs.
Orestone Wealth Management offers tailored financial advice in Torquay, specialising in investment planning, retirement solutions, and corporate services. FCA-regulated and award-winning, we serve clients nationwide with clarity and care.
Investment Planning Retirement Planning Estate Protection
25+ years of combined experience in financial planning
Award-winning Chartered financial planners in Exeter offering tailored wealth management, pension planning, and tax-efficient solutions for individuals and businesses across the UK.
Wealth Management Pension Planning Tax Planning
Fully FCA-authorised with agricultural and commercial finance expertise
Coast Financial offers expert financial advice in Plymouth for mortgages, equity release, pensions, and business protection. FCA-regulated advisory services tailored to individual and corporate needs across Devon and Cornwall.
Mortgage Advice Equity Release Pensions
We offer personalised financial planning tailored to your unique goals.
Fowler Financial Planning offers tailored financial advisory services in Exeter, specialising in wealth management, retirement planning, and investment strategies to help clients achieve long-term financial security.
Investment Planning Retirement Planning Protection Planning
Not rated yet
P1 Investment Services
9 Years
Not rated yet
Award-winning discretionary investment management services
P1 Investment Services offers low-cost, award-winning investment management and platform solutions tailored for financial advisors and clients, emphasizing efficiency, ethical investing, and exceptional customer service in Exeter.
Investment Management Mandated Model Portfolios Ethical Investing
Not rated yet
L F P Asset Management
23 Years
Not rated yet
30+ years of combined experience in financial services
L F P Asset Management offers tailored financial planning, retirement, and investment advice in Plymouth, ensuring client-focused solutions and long-term financial security through FCA-regulated services.
Investment Advice Retirement Planning ESG Investing
We offer over 10 years of experience in bespoke model portfolio management.
Hawksmoor Investment Management offers tailored investment advisory services, portfolio management, and multi-asset funds for private investors and financial professionals.
Portfolio Management Services Multi Asset Funds AIM Portfolio Service