Financial advisers in Exeter

Our IFAs serving Exeter provide a range of financial planning and advice services, including investments, pensions and tax planning.

Exeter ship canal which winds alongside the River Exe in Exeter, Devon by Lee Rogers

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Our nation-wide team includes financial planners based in Exeter. They are passionate about helping people, just like you, manage their money more effectively.

Exeter is a city on the River Exe that dates back to Roman times. The city walls surround the historic centre and the Gothic Cathedral. Exeter University traces its origins back to 1851 and has two campuses in the city. Famous former residents include JK Rowling and Tommy Cooper.

Amber River has a highly-qualified team of independent financial advisers serving Exeter and the surrounding area. Our advisers sit on the same side of the table as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Exeter Financial Advisers

Here are  some of the faces and stories behind our financial advisers serving Exeter.

Sam Tisbury Chartered Financial Planner
Sam Tisbury

Chartered Financial Planner

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Paul Larcombe Senior Financial Adviser
Paul Larcombe

Senior Financial Adviser

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Harry Bailey
Harry Bailey

Chartered Financial Planner

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Stuart Duke

Independent Financial Planner

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Catharine Bennett Financial Planner
Catharine Bennett

Financial Planner

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Tom Glanville
Tom Glanville

Chartered Financial Planner

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Neil Gore
Neil Gore

Director & Chartered Financial Planner

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Andy Shears financial adviser
Andrew Shears

Financial Planner

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David Groves Financial Planner
David Groves

Financial Planner

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Lee Cleaves
Lee Cleaves

Chartered Financial Planner

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Mark Brookman
Mark Brookman

Chartered Financial Planner

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF). Read more here

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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