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Savings and Investments

Deciding how much risk you are willing to take with your money is difficult.

Our success revolves around the quality of the investment strategy that we formulate with our clients. It is based on two key considerations;

  • The financial objectives of the client
  • The amount of risk that they are comfortable taking

We believe that our approach to financial planning, coupled with the extensive knowledge of our personnel, sets us apart from other advisers.

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Our People

all people

  • Simon Cole

    Board Member, Chartered Financial Planner, Private Client

  • Sally Harrison

    Chartered Financial Planner, Private Client, Yeovil

  • Barry J Martin

    Chartered Financial Planner, Commercial, Exeter

  • Duncan Parkes

    Chartered Financial Planner, Compliance, Exeter

Our Other Specialists