About us

Professional Financial Centre Exeter is part of a national network which was initially set up to provide financial advice for clients of solicitors and accountants. Since then we have expanded our services to provide independent financial advice to individuals who wish to deal was us directly.  There are now three types of adviser to choose from within the market place:

1.   A Tied Agent who can only advise on the products of one provider.

2.    Multi-Tied Agents are financial advisers who are allowed to recommend the products of a limited selection of providers.

3.   Independent Financial Advisers, like ourselves who offer unbiased financial advice from the whole of the market.

The main difference is independent financial advisers act on your behalf and offer the option of paying by a fee, as well as the option of paying by commission.

With thousands of financial products on the market finding out which ones are best suited to your particular requirements can be bewildering to say the least. Not to mention time-consuming and potentially expensive if you make the wrong choice.

That's where an Independent Financial Adviser really can make a difference.  At Professional Financial Centre we have experienced advisers, Debra Tricker and Geoff Morrey-Jones with many years experience in the industry between them. In addition we are backed up by an experienced administration team.

We offer a free initial meeting so that we can understand your needs and agree solutions for the way ahead.

Whether advising on Life Assurance, Investments, Inheritance Tax Planning, Mortgages or Equity Release Independent Financial Advice is exactly what it says it is : Independent and impartial.

Professional Financial Centre can advise on a wide range of financial products to meet a variety of financial needs. For example:

•        Tax efficient Savings and Investments

•        Inheritance Tax planning

•        All aspects of Mortgage and Re-mortgage Planning

•        Equity Release (we are fully qualified to offer advice in this area under new Financial Services Authority Regulations and examinations

•        Protecting your family and assets with Critical Illness Cover, Life Assurance and Income Protection

•        Retirement and Pension Planning

•        Planning for Long Term Care

•        Funding Further Education costs

•        Existing Investment Reviews  

Authorised and Regulated by the Financial Services Authority. FSA registration number 209086.  The value of your investments can go down as well as up, as can the income derived from them.  You should remember that past performance does not guarantee future growth or income and you may not get back the full amount invested.