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Exeter Financial Services



Accountant Devon
01395 542575
Making sound investments

When it comes to looking after your money you will want an Exeter independent financial advisor (IFA).Many of us have a large lack of trust in many financial services, especially since the recent global economic crisis. Therefore it is vital that any investments that are made are with a trustworthy and honest company who are looking to invest your money in a safe place in which you shall earn a good investment.

With an IFA Exeter, you will be able to ensure that your money is invested carefully in order to ensure you are looking at a sound investment that will provide you an additional income. Many IFAs will be able to help you with investment advise as well as being able to help you with pensions, ISAs, estate planning and financial advice.

IFA Exeter
"Planning together for the future..."
IFA Exeter
Financial assistance for you

It is necessary to look at financial assistance for a range of needs, due to often complex procedures that are needed. With an Exeter IFA you will be able to receive help with your will with estate planning assistance. If you do not set out a will then in the event of your death it can create numerous problems for your loved ones to deal with. This is due to the fact that if you wanted a friend to receive some of your estate they would have no legal claim, as well as the fact that any close family member will have to put a claim in for your estate, which will take much longer due to the lack of a will.

Cash ISAs Estate Planning Investment Bonds Investment Portfolios
Loan Accounts Long Term Care Planning Pensions Trusts



Exeter Financial Services