Business Details
32 Years
experience
Expert Financial Advisers in Exeter
Aquila Financial Management has been serving clients in Exeter and surrounding areas for over three decades, establishing itself as a leading wealth management firm. Our approach prioritises tailored financial planning services aligned with individual client goals, recognising the unique nature of every financial decision. We specialise in investment strategies, retirement planning, corporate planning, and inheritance tax solutions, supported by a sister company for complementary services like tax and estate planning. With a team of Chartered Financial Planners and regulated status from the Financial Conduct Authority, we combine extensive experience with rigorous professional standards.Our commitment to client relationships ensures ongoing support and transparent communication, while our expertise in navigating complex financial landscapes helps clients protect and grow their assets. We maintain a focus on ethical practices, continuous market analysis, and adapting to evolving regulatory environments to deliver reliable, future-focused advice.
Services
Investment Planning
Wealth Management
Retirement Planning
Corporate Planning
Inheritance Tax Solutions
Protection & Insurance
Details
- Year established: 1994
Highlights and features
- We have over 30 years of experience in wealth management and financial planning.
- Our team includes Chartered Financial Planners with specialist qualifications.
- We are authorised and regulated by the Financial Conduct Authority.
- We collaborate with our sister company for integrated tax and estate planning.
- We prioritise long-term client relationships with transparent communication.
Associations and certifications
- Financial Conduct Authority
What people say
Very professional
Knowledgeable adviser
Outstanding service
Friendly approach
First-rate results
Services
Investment Planning
We design tailored investment strategies to align with your financial goals and risk tolerance. Our approach includes access to diverse solutions like ISAs, offshore bonds, and ethical investments. By monitoring market trends and portfolio performance, we help clients navigate uncertainties while aiming for long-term growth. This service caters to individuals and trustees seeking to optimise their capital.
Retirement Planning
Our retirement planning service evaluates existing pension arrangements and creates strategies to secure sustainable income. We advise on tax-efficient withdrawals, annuities, and flexible drawdown options while considering inflation risks. Clients benefit from cash flow modelling to ensure their retirement plans align with lifestyle goals and regulatory requirements, providing clarity for pre-retirees and existing retirees.
Wealth Management
This comprehensive service integrates investment, tax, and estate planning to preserve and grow wealth. We address short- and long-term objectives through portfolio management, protection strategies, and inheritance tax mitigation. By considering clients' unique circumstances, we develop holistic plans that adapt to changing financial landscapes, ensuring alignment with personal and family financial aspirations.
Corporate Planning
We support business owners with pension schemes, succession planning, and cash reserve investments. Our solutions include key person protection, shareholder agreements, and tax-efficient employee benefits like relevant life cover. By addressing growth, risk management, and legacy planning, we help businesses navigate financial decisions that impact both organisational stability and owner personal finances.
Inheritance Tax Solutions
Our inheritance tax planning focuses on minimising liabilities while safeguarding your legacy. We utilise gifting strategies, trusts, and life policies to reduce estate values subject to taxation. The service ensures wills and succession documents remain up-to-date, balancing wealth transfer goals with maintaining sufficient personal financial security for clients' future needs.
People
Paul Whitmarsh
Managing Director
With extensive experience in financial planning, Paul leads the team in delivering strategic wealth management solutions. He ensures adherence to regulatory standards while maintaining a client-focused approach to long-term financial planning.
George York
Chartered Financial Planner
George provides expert advice on investment and retirement strategies, combining technical knowledge with personalised service. His client testimonials highlight professionalism and effective communication of complex financial concepts.
James Wilcock
Financial Planner
James specialises in creating tailored financial solutions, with recognition for his prompt service and ability to translate financial jargon into accessible language for clients' informed decision-making.
James McSorley-Morgan
Senior Financial Planner
As a senior advisor, James offers strategic guidance on wealth preservation and retirement planning, leveraging his expertise to address complex financial scenarios while maintaining approachable client interactions.
Liz Nuttall
Client Liaison Manager
Liz coordinates client communications and support, ensuring seamless service delivery. Her role focuses on maintaining strong relationships and facilitating efficient interactions between clients and the advisory team.
Questions
What financial planning services do you offer?
We provide investment management, retirement planning, corporate planning, inheritance tax solutions, and protection insurance tailored to individual and business needs.
How do you personalise financial advice?
We conduct detailed assessments of clients' financial situations, goals, and risk tolerance to create customised strategies addressing their specific circumstances.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under registration number 161585.
Do you work with both individuals and businesses?
Yes, we offer services for personal wealth management and corporate financial planning, including pension schemes and business protection.
How are your fees structured?
Our fee structure details are available upon request, with transparent pricing discussed during initial consultations before any commitments.
