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Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Ottery-St-Mary (out of 251)

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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

43 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

9 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 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

A picture of Vasilis Panteli
Vasilis Panteli

Succession Wealth

12 recent reviews

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

Top Rated 2025

Vas Panteli - "Specialising in people for over 20 years". I have considerable experience in wealth planning a...
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Exeter (8.11 miles away)

Independent Financial Adviser

Verified since July, 2020

Free one hour initial consultation

Savings/pensions: Over £100,000