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Financial Advisor Exeter
"Helping you to plan your investments. Guidance on planning for your future, planning for
income, planning for retirement, for long term care and for estate planning. Take a look below
to find out what investment services we offer."
Exeter Financial Advisor
Planning for the future
How we help you plan for your future including making the most of tax benefits, ISA allowance and accessing your savings without selling.
Plan for your future >
Exeter Financial Advisor
Invest for your income
Generate an income from your savings and why
Cash ISAs may not help you achieve
your goals.
Invest for your income >
Exeter Financial Advisor
Invest in retirement
Understand your retirement options, before making
one of your most important financial
Invest in retirement >
IFA Exeter
Prepare for Long Term Care
Find the right balance for long term care. Do you think
you need last minute long term care? We can offer investment advice and planning to help.
Invest for long term care >
Independent Financial Advisor Exeter
Estate Planning
How much will you be leaving to the government?
You should choose who spends
your money.
Invest for estate planning >
Exeter Financial Advisor
Investment Proposition
Our investment proposition outlines how we work in tandem with you and your family to make the
journey easier.
Visit our investment proposition >
Invest Together
For your future
For income
In Retirement
For long term care
For estate planning
Investment proposition
About us
Contact us
Financial Advisor Exeter
Independent Financial Advisor Exeter Independent Financial Advisor Exeter
Contact our offices for investment advice and planning
Exeter Offices | Tel: 01404 598 373
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Cheltenham Offices | Tel: 01242 807 455
6 Bath Mews, Bath Parade, Cheltenham, GL53 7HL
Colyton Offices | Tel: 01297578460 
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Exmouth Offices | Tel: 01395 542 551 
32 Rolle Street, Exmouth, Devon EX8 2SH

Raymond James Investment Services Limited is a member of the London Stock Exchange and
is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures
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