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IFA Exeter
"Knowing how your pension portfolio will provide for you and your family will give you the
confidence to enjoy your well-earned retirement."
Independent Financial Advisor Cheltenham
Financial Advisor Exeter   Independent Financial Advisor Exeter

An age old dilemma for people like you is; How long will I live for? How can I provide for my family?
What happens to my money when I die?

We will work closely with you to create a personal pension portfolio using fixed interest bond ladders to manage cash flow, allowing the rest of the portfolio to battle the effects of inflation during retirement. These two strategies working in tandem will help maintain the standard of retirement you have always dreamed of.

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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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