Showing Best Selected Financial Advisors Covering Exeter Area
Dean Stevens, Chartered FCSI
DEAN STEVENS WEALTH MANAGEMENT
07812 008 180
01326 617 160
Dean Stevens Wealth Management was established in 2016, when it’s Principal Dean Stevens accepted an invitation to join St. James’s Place Wealth Management.
Prior to joining St. James’s Place Wealth Management, Dean embarked on a career in the financial industry in 2004. Having worked with companies including GE Money and Countrywide Group, Dean secured a place with a local advisory stockbroker in 2008.
Your home may be repossessed if you do not keep up repayments on your mortgage….
Over 16 years experience
No-obligation, one-hour initial consultation
Restricted advisor
Covers whole of Exeter area
Areas of expertise:
Savings & Investment Planning
Retirement Planning
Retirement Income
Inheritance Planning
Mortgages
Paul Crispin, DipFA CeMAP
PC FINANCIAL PLANNING LTD
07584 038 275
01392 811 101
At PC Financial Planning we pride ourselves on helping new and existing clients and their families achieve financial wellbeing. We have a goals based approach to financial planning and firmly believe that providing our clients with professional, ongoing support and trusted advice will help them keep their financial plans on track and help them achieve their overall objectives.
Remote meetings are available by Zoom, Microsoft Teams or the client’s preferred method of video calling.
Your home may be repossessed if you do not keep up repayments on your mortgage….
Over 13 years experience
No-obligation, one-hour initial consultation
Restricted advisor
Covers whole of Devon and Cornwall
Areas of expertise:
Investment Planning & Savings
Retirement Planning
Retirement Income
Inheritance Planning
Mortgages