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IFA Exeter
Home \ Financial Planner East Devon
 
"Working together to deliver an exceptional service"
Exeter | 01404 598168 Colyton | 01297 553286 Exmouth | 01395 207350
 
Sipps Pensions Exeter
 
 

Office Locations

Our service is inherently personal and so we prefer to meet our clients in their own homes. Besides allowing you to deal with your finances in the comfort of your own home, meeting you in your surrounding helps us gain a better understanding of your individual circumstances.

During discussions about your personal finances many facts are collated to help us provide the most suitable advice. A personal meeting in your own home avoids the need for you to travel with all your personal paperwork, some of which we may not require and allows you to find that important item that you may not have deemed necessary.

In the UK, we are happy travel to your home within a 100 mile distance either side of the M5 Corridor from Bristol right down to the most westerly tip of Penzance in Cornwall. We also have clients in and around London who we are happy to meet at home or at the Raymond James head office near Liverpool Street station..

Regional Hub Branches

Exmouth
Raymond James Investment Services
32 Rolle Street,
Exmouth,
Devon,
EX8 2SH



 


Exeter
Raymond James Investment Services
Briar House
Clyst Honiton
Exeter
Devon
EX5 2LZ



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Satellite Branch

Colyton
Raymond James Investment Services
C/O CRW Accountants
The Mews
Queens Street
Colyton
Devon
EX24 6JU


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Contact our offices for investment advice and planning
 
Colyton Offices
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Tel: 01297 578 460 
Exmouth Offices
32 Rolle Street, Exmouth,
Devon EX8 2SH
Tel: 01395 542 551
Exeter Offices
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Tel: 01404 598 373
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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