Financial advisors in Exeter

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….

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  Areas of expertise:

Savings & Investment Planning

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

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….

VIEW FULL PROFILE

  Areas of expertise:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

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