Our core focus is to construct tailor made strategies and solutions based on your individual needs and circumstances to ensure they meet your needs and enhance your life.

James Dalgleish

Job Title: Investment & Pension Adviser

James Dalgleish is an independent financial adviser at Premier Financial Planning Ltd’s Exeter division dedicated to servicing and educating those coming up to and in retirement. He has worked in financial services since 1999 and over that time has helped and advised hundreds of individuals and families to invest wisely, save for retirement and preserve […]

Richard Dalgleish

Job Title: Mortgage & Protection Adviser

Richard is an Independent Mortgage & Protection Adviser based in our Exeter Office. He is an approachable, honest person that will always do the best for his customers. He can help you find the right mortgage and will make sure that your family and property are protected in the ways that you want and need. […]

Simon Muirhead

Job Title: Mortgage & Protection Adviser

Simon has over 15 years of experience in the Finance industry, providing outstanding customer service, whilst giving quality assured advice that is right for you. He prides himself on providing independent, open and honest advice on behalf of Premier Financial Planning, in a comprehensible manner. His patient and empathetic approach means he takes the time […]

Julie Woodgates

Job Title: Equity Release & Mortgage Specialist

Julie is an Independent Mortgage, Equity Release and Protection Adviser based in our Exeter Office. Having worked in Financial Services since 2001 she prides herself on building relationships with her customers through her friendly approach combined with simple, honest advice. She is dedicated to finding personalised solutions to help you achieve your dreams and goals […]

Nick James

Job Title: Will & LPA Specialist