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James Dalgleish
funds under advice
£12.2m
Fee-earning advisers
1
NUMBER OF CLIENTS
72
Premier Financial Planning

Set up five years ago, Premier Financial Planning’s Exeter office provides straightforward, friendly independent advice to local people. The experienced team consists of one pension and investment adviser, three mortgage and equity release advisers, and two support staff, with the majority of its new clients now coming from personal referrals.

The branch has been recognised several times with local awards and featured consistently in the Sunday Times’ Vouched For Top Rated Advisors over the years.

As a community-minded firm, it provides kits to the local football team, plants flower displays, sponsors pantomimes and fetes, and helps deliver and sponsor the local community magazine. It is also a trustee for a local charity helping build a community centre.