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
LOCATION
PC Financial Planning Ltd
Knowle View
Longdown
Exeter
Devon
EX6 7SR
SERVICES
PC Financial Planning Ltd provides a broad range of financial planning services including:
Investment Planning & Savings
Retirement Planning
Retirement Income
Inheritance Planning
Mortgages
QUALIFICATIONS
Paul has worked in financial services for over 13 years and is qualified to offer advice in a number of areas.
Diploma for Financial Advisers (DipFA)
Certificate in Mortgage Advice and Practice (CeMAP)
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