0330 038 8941
Based in Exeter
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2020
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Chloe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chloe's status
Last checked: 11 March 2025
Chloe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chloe's status
12
Recent Client Reviews
Chloe has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chloe has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Chloe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Chloe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Chloe has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Chloe has provided information on their typical fees
Chloe has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
27
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Chloe (based on 27 first impressions)
96% of users who are not yet clients had a positive first experience with Chloe
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Chloe (based on 27 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Chloe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chloe's status
Last checked: 11 March 2025
Chloe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chloe's status
12
Recent Client Reviews
Chloe has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chloe has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Chloe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Chloe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Chloe has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Chloe has provided information on their typical fees
Chloe has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
27
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Chloe (based on 27 first impressions)
96% of users who are not yet clients had a positive first experience with Chloe
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Chloe (based on 27 first impressions)
Having worked in Financial Services since 2008 and obtaining the Diploma in Regulated Financial Planning and Certificate in Discretionary Investment Management, I have spent the last 9 years assisting clients with every aspect of their financial planning. This includes areas such as inheritance tax mitigation, bespoke investment portfolio construction, and complex retirement planning. My particular area of interest is helping my clients construct and work through their own unique retirement journey. It is an amazing privilege to help build a picture of what they want their retirement to look like and then helping them to achieve these goals, providing peace of mind and support every step of the way. Despite retirement planning being my specialist area, my client base is very diverse. I have clients of all ages and objectives when it comes to what they personally want and need from a financial adviser. I pride myself in the fact that I tailor my advice to suit the individual I am working with, ensuring their own needs are always at the heart of any recommendations I give. It is important to me that my clients feel a part of the planning journey, whilst being able to share the burden of their financial affairs with a trusted professional. In my spare time, I enjoy spending time with my partner and son, cooking (and eating said food), getting out in the countryside, and just generally trying to enjoy all the simple pleasures that life has to offer.
Offers available through VouchedFor
Contact Chloe through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Chloe's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Lifetime IFA are directly authorised and regulated by the Financial Conduct Authority (FCA) and are qualified and insured to provide whole of market independent financial advice.