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Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Ottery-St-Mary (out of 255)

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A picture of Damien Clyburn
Damien Clyburn

Otter Financial Services

0 recent reviews

This is the number of reviews the adviser has received in the last 12 months

I’m Devon born and bred; growing up in Exeter where I still live. Work wise I’m a Chartered Financial Planne...
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Ottery St Mary (0.17 miles away)

Independent Financial Adviser

Verified since December, 2018

Free one hour initial consultation

Savings/pensions: Over £250,000

A picture of Tasha Pullen
Tasha Pullen

SJP - Hamilton Pullen Financial Planning Ltd

45 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

About me My journey within the financial service industry started 31 years ago in South Africa. My family is f...
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Clyst St Mary (7.31 miles away)

Restricted Financial Adviser

Verified since August, 2023

Savings/pensions: Any level

A picture of Andrew Neligan
Andrew Neligan

Neligan Financial

10 recent reviews

This is the number of reviews the adviser has received in the last 12 months

"I feel reassured that I've worked with someone who has taken the time to really get to know my aspirations fo...
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Budleigh Salterton (7.11 miles away)

Independent Financial Adviser

Verified since January, 2018

Free one hour initial consultation

Savings/pensions: Over £100,000

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A picture of Robyn Caffell
Robyn Caffell

Intelligent Pensions Ltd

27 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

I have worked in financial services since September 2000 in a variety of roles, ranging from customer service ...
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Exeter (8.52 miles away)

Independent Financial Adviser

Verified since October, 2023

Savings/pensions: Over £100,000

A picture of James Dalgleish
James Dalgleish

Premier Financial Planning

10 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

Our companies core focus is to listen to our clients and use the tools and skills we have available to make ta...
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Exeter (8.30 miles away)

Independent Financial Adviser

Verified since May, 2016

Free one hour initial consultation

Savings/pensions: Over £50,000