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 their capital.
James accomplishes this through retirement planning, investment management, tax planning and wealth preservation.
He has built a reputation with clients for being able to explain financial complexity in terms that are simple to understand. He works 1-to-1 with clients and seeks to build longstanding relationships with them.
James lives locally in Pinhoe with his partner Emma and his young daughter Maisie. He plays Football and Korfball to keep fit and since finishing as a local Special Constable he has been enjoying helping the Exeter Chiefs as a Steward on match days.
James’s qualifications are DipFA Certs CII (MP & ER)
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.
He has worked in the industry since 2009 and has built up such a great rapport with all his customers that they come back time and time again.
Richard lives in Cranbrook, Exeter with his wife Nicola and 2 young children Toby & Olivia. He spends his leisure time on days out with the family and relaxes with regular swimming.
Richards qualifications are CeMap & Cert RBCB
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 to talk you through the best options, empowering you to make informed decisions.
He understands just how crucial having the right protection is, having lost his own dad at a young age. He is therefore passionate about giving personalised advice to suit your needs.
In his spare time he loves to explore the picturesque landscape of the South West and the challenges it provides, competing in local sporting events.
He covers Devon and Cornwall and provides consultations tailored to your convenience via the Exeter and Cornwall office, over the phone or within the comfort of your own home.
Simon’s qualifications are CeFA & CeMAP
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 and ensure you, your home and your family are protected.
Julie lives in Pinhoe with her husband, David, and Son, Harrison. She enjoys days out with family and friends and likes running to keep fit.
Julies qualifications are CeMAP CeRER