Our Exeter office continues the tradition of exceptional personal attention, while actively helping clients to achieve their long-term goals.
In Exeter our experienced investment managers offer a wealth management service that reflects the individual needs of each client. To achieve this we need to get to know our clients well and understand what is important to them. While each person’s needs are different, common concerns of our clients are how to generate an income, growing their investments for specific or general future need, and managing the tax payable on their investments.
We offer the following services - discretionary management service, charities investment management service, SIPP/pension and income drawdown management, services for professional intermediaries and ethical investments.