The value of investments and any income from them can fall and you may get back less than you invested.

Brewin Dolphin


Our Exeter office continues the tradition of exceptional personal attention, while actively helping clients to achieve their long-term goals.

About us

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.


Vantage Point, Woodwater Park Pynes Hill Exeter EX2 5FD

Meet The Team

Head of Office

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    Valued by our clients

    We have strong and sustained client satisfaction in both of our last annual surveys.