Here to help

Our team has over 40 years experience in financial services. Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Our Services


Mortgages are one of the largest single transactions in most people’s lives.

Find out more

Savings & Investments

From childhood, most of us are told to put away money to save for the future.

Find out more


Designed to enable you to save enough money so you can live comfortably in retirement.

Find out more


The benefits of insuring ourselves against undesirable events cannot be overlooked.

Find out more

Wills & Trusts

If you die without a Will, then the government will decide who will inherit your estate.

Find out more

General Insurance

Whether you rent or own your home, insuring it is the right thing to do.

Find out more

Long Term Care

It’s important to consider planning for long-term care to protect you and your family.

Find out more

Equity Release

Equity release is normally available to those aged 55 and over…

Read more

Contact Us

Please contact us to find out how we can help you achieve your financial objectives.

Get in touch


“Richard talked me through the types of mortgages and lenders that would help on my circumstances. He was very knowledgeable and was able to discuss my options. I am very pleased with his advice.”

Mrs Davis, Exeter

“Julie was very friendly and informative. She explained everything clearly and listened to my financial needs. She did a full financial review with me which I found very helpful. I would definitely recommend Julie to anyone wanting to look for the best products to meet their needs and have everything fully explained to them.”

Mrs Yelland, Exeter

“James was able to find better rates than was being through the high street banks I had visited. He also saved me money on life assurance as well.

Mr Vince, Exeter

Want to know more?

To find out more or to arrange a meeting with us, please call
01392 758950, or email