City Financial Planning (exeter) Limited
- 📍
- Aston Court, Pynes Hill, Exeter, Devon, EX2 5AZ
City Financial Planning (Exeter) Limited, located in the heart of Exeter, Devon, is a financial advisory firm known for its personalised and regulated advice. Registered with the FCA under number 460195, it has solidified its position as a reputable source for financial planning and guidance. The firm offers a comprehensive suite of services including funeral plans, life insurance, investments, pensions retirement advice and financial planning. Serving Exeter and the surrounding areas, they specialise in delivering tailored solutions to suit individual needs and circumstances. Approachable and customer-centric, City Financial Planning often assists local families, first-time investors, and business owners in making sound financial decisions.
Their team includes 5 financial advisers. Check FCA registration here.
City Financial Planning (exeter) Limited are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Equity Release
- ✔ Life Insurance
- ✔ Funeral Plans
Directions to City Financial Planning (exeter) Limited from the Motorway
- From the M5:
- At junction 17, take the Cribbs Causeway/A4018 exit towards Bristol (W).
- Upon arriving at the Cribbs Causeway Interchange, proceed onto the fourth exit onto Merlin Road.
- Continue onto Exit 17, following the signs for Avonmouth/M5.
- Subsequently, merge onto M5.
- At junction 30, take the A379/A376 exit towards Dawlish/Exeter/Sidmouth/Exmouth/Services.
- Upon reaching the Sandygate Roundabout, take the third exit onto A379.
- Ensure to keep right to remain on A379.
- Next, take the ramp towards Pinhoe/Broadclyst/Heavitree/B3181.
- Merge onto Rydon Lane/A3015.
- Make a left turn onto Pynes Hill and another left to continue on the same road.
- Finally, make a right turn. The destination will be on your right.
List of advisers under City Financial Planning (exeter) Limited:
Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.
Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.