Established in 2008, the team at Premier Financial Planning has many years’ experience providing practical financial planning advice to people, families and businesses over the Southwest.
We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
The Exeter Office was set up in 2016 by James, Simon & Richard who are all born and bred in Exeter and between them have over 45 years experience in financial services. After they had worked for High Street banks they realised how everyone can really benefit from whole of market independent advice.
With this in mind the office was set up in Pinhoe with the aim to be a one stop shop to help people and always having an open door policy to make sure every that comes in has a warm welcome. We pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
As we have been able to help more and more people around Pinhoe we have been able to support the local community where possible. Over the last few years we have been able to help sponsor the local pantomime production, the community Pinhoe press publication, provide football shirts to a local team, fund plants for a local garden area and help be part of the new Pinhoe Hub committee. Next year we also hope to be able to help bring a well needed Defibrillator based in the centre of the Pinhoe as well.
We are humbled by the support we have back in return from the local community helping our local business grow and its very rewarding offering clear independent advice to all our clients really making a difference to peoples lives.
The team are also very proud to be featured in the Sunday Times as part of Vouchedfor UK Top Rated IFA & Mortgage Advisor list and in 2019 being Finalists in the Exeter Living Awards in both the Legal & Financial & New Exeter Business categories.
Do have a look around our website to find out the many area’s that we can help people. We know financial planning is one of those things that often falls down the pecking order on peoples to do list so why not use your local service to take care of it all for you ?
Our first ever client in this office came to us as they thought their mortgage interest rate was high and they were not sure what insurances they were paying for …. we saved them just over £2,000 a year by moving their mortgage over to the best deal on the market and tidying up their insurances. Not bad from just initially popping in for a free consultation.