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Which Financial Adviser Should You Choose in Devon?

Review 24 financial advisers across Devon, including Plymouth, Exeter and Newton Abbot, and find out what each professional offers. Consider client feedback and business details, then shortlist advisers who provide the type of financial guidance you need.
Barnstaple (1)
Bideford (1)
Exeter (5)
Ivybridge (1)
Newton Abbot (2)
Ottery St Mary (1)
Paignton (2)
Plymouth (8)
South Molton (1)
Tavistock (1)
Torquay (1)
Not rated yet
Seabrook Clark
13 Years
Not rated yet
We focus on client needs over financial products
Award-winning Chartered Financial Planners in Exeter and London, providing bespoke pension advice, investment management, and tax-efficient financial planning solutions.
Financial Planning Pension Advice Investment Management
01392 875500 Call Profile
Not rated yet
Aquila Financial Management
32 Years
Not rated yet
We have over 30 years of experience in wealth management and financial planning.
Aquila Financial Management offers tailored financial planning services in Exeter, including investment management, retirement planning, and wealth protection. FCA-regulated with over 30 years of experience.
Investment Planning Wealth Management Retirement Planning
01392 411159 Call Profile
Not rated yet
Foresight Financial Planning
29 Years
Not rated yet
25 years of experience in UK financial planning since 1997
Independent Chartered financial planners in Exeter offering wealth management, pension advice, and tax-efficient strategies. 25 years of expertise serving UK clients with tailored financial solutions.
Wealth Management Pension Planning Tax Planning
01392 221100 Call Profile
Not rated yet
Excaliber Associates
20 Years
Not rated yet
We offer truly independent whole-of-market financial advice.
Independent financial advisers in Plymouth offering tailored pensions, mortgages, protection, and investment solutions. Free initial consultation available.
Protection Mortgages Savings and Investments
01752 340183 Call Profile
Not rated yet
Coast Financial
Not rated yet
We are FCA-regulated for compliance and client protection.
Coast Financial provides independent financial advice in Plymouth, Devon. Specialising in pensions, mortgages, investments, and business protection, we offer tailored solutions for individuals and businesses.
Financial Planning Mortgage Advice Equity Release
01752 666165 Call Profile
Not rated yet
Philip J Milton
41 Years
Not rated yet
Awarded Corporate Chartered Firm status by the Chartered Insurance Institute
North Devon's leading Chartered Financial Planners offering independent wealth management, retirement planning, and probate services. Expert financial advice since 1985 with a client-focused approach.
Financial Planning Wealth Management Retirement Planning
01271 344300 Call Profile
Not rated yet
Thomas & Gentry
23 Years
Not rated yet
We hold Chartered status, placing us in the top 10% of UK financial advisers for qualifications
Thomas & Gentry Independent Financial Advisers offer tailored financial solutions in Devon. Specialising in pensions, mortgages, and investment planning with expert, FCA-regulated advice.
Protection Mortgages Savings
01404 815837 Call Profile
Not rated yet
Inspire Wealth
Not rated yet
We offer transparent pricing with no hidden charges
Independent financial advisers in Plymouth offering tailored wealth management solutions including lifestyle planning, investment strategies, and tax planning. Authorised by the FCA.
Lifestyle Planning Investment Planning Tax Planning
01752 651012 Call Profile
Not rated yet
One Four Nine Group
Not rated yet
Chartered status demonstrating professional excellence in financial planning
Empowering clients with expert financial planning and investment management services across the UK. Trusted, independent advice for a secure financial future.
Financial Planning Investment Management Retirement Planning
01752 880660 Call Profile
Not rated yet
John Davies Financial Consultancy
46 Years
Not rated yet
We offer over 40 years' combined experience in financial planning
Expert financial planning services in Ivybridge. John Davies Financial Consultancy offers tailored pension, investment and tax planning advice for individuals and businesses across Devon and the UK.
Pension Advice Business Protection Personal Insurance
01752 896943 Call Profile