Business Details
Expert Financial Planning Services in Exeter
Fowler Financial Planning enables clients to achieve financial peace of mind through tailored wealth management solutions. Established to serve busy professionals and private clients, we specialise in building long-term relationships while offering expertise in retirement planning, protection strategies, and intergenerational wealth management. Our team prioritises client-centric service, combining technical knowledge with a considerate approach to address individual financial goals. With a commitment to community engagement, we deliver financial education programmes across Exeter and surrounding areas.Our partnership with St. James's Place Wealth Management ensures access to comprehensive investment products, supported by regulatory oversight from the Financial Conduct Authority. Clients benefit from our dedication to transparency, ethical practices, and continuous professional development, as evidenced by testimonials highlighting our advisors' expertise and reliability.
Services
Financial Planning
Retirement Planning
Protection Planning
Corporate Services
Mortgage Advice
Wealth Management
Pension Reviews
Intergenerational Planning
Investment Management
Tax Efficiency Strategies
Highlights and features
- We provide tailored financial solutions based on 15+ years of combined industry experience
- Our St. James's Place partnership offers access to award-winning investment products
- Client testimonials highlight our transparent, jargon-free advisory approach
- We deliver free financial education workshops across Exeter schools and businesses
- Our team holds regular CPD certifications in advanced financial planning strategies
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Knowledgeable advisors
Personalised approach
Excellent service
Clear communication
Trustworthy guidance
Services
Financial Planning
Our financial planning service creates tailored strategies to help clients build, grow, and protect their wealth. We assess individual circumstances to develop comprehensive roadmaps covering investment management, tax efficiency, and estate planning. With a focus on long-term goals, our advisors provide ongoing support to adapt strategies as life circumstances change.
Retirement Planning
Specialist retirement planning ensures financial security during your post-work years. We analyse current pension provisions, recommend optimal contribution strategies, and create sustainable income solutions. Our approach considers tax implications, inheritance planning, and lifestyle requirements to deliver peace of mind for your retirement years.
Protection Planning
Protection planning safeguards your financial future against unforeseen circumstances. We assess insurance needs including life cover, critical illness, and income protection. Our independent status allows access to multiple providers to find cost-effective solutions that align with your personal and family requirements.
Corporate Services
Corporate financial services cater to business owners and directors. We provide company pension schemes, executive share plans, and corporate investment strategies. Our expertise helps business owners optimise their financial position while meeting regulatory requirements and long-term organisational goals.
Mortgage Advice
Mortgage advisory service offers tailored property financing solutions. We compare products from across the market to find competitive rates suited to your circumstances. Our advice covers residential, buy-to-let, and specialist mortgages, including remortgaging strategies to maximise financial efficiency.
People
Matthew Fowler
Director
Matthew Fowler combines extensive financial services experience with a client-focused approach. Holding advanced qualifications in financial planning, he specialises in creating tailored wealth management solutions. His background in corporate finance ensures practical insights for business owners and professionals.
David Fowler
Senior Adviser
David Fowler brings decades of industry experience to client relationships. With expertise in retirement planning and investment management, he helps clients navigate complex financial decisions. His approach prioritises clear communication and long-term financial security tailored to individual circumstances.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, protection cover, investment management, and intergenerational wealth planning tailored to individual circumstances.
How does your financial planning process work?
Our process begins with understanding your financial goals through detailed discussions, followed by creating tailored strategies and providing ongoing reviews to adapt to life changes.
What fees do you charge for your services?
Our fees are transparently discussed during initial consultations, with options including hourly rates, fixed fees, or percentage-based charges depending on the service complexity.
Which areas do you serve?
While based in Exeter, we serve clients across Devon, Cornwall, Somerset, and the wider South West region with both in-person and virtual consultations.
