Financial Planners in Honiton, Devon

“We have been clients of Simon Carter for over 20 years. His knowledge of, attention to, our respective portfolios is first class: very regular and very personal. He is very knowledgable about taxation and matters related to our children and parents. Investment performance has constantly been pleasingly well above average. We deal with his capable assistant, Sarah, for routine matters, but he always does our annual review himself. We expect to stay with him till his IHT plan is implemented!!”

“As a first-time buyer the process can be daunting, but Sarah’s expertise and knowledge helped me every step of the way. I could not have got through this without her and am extremely grateful for all of her help and support. Would thoroughly recommend Sarah and the team - an exceptional service!”

“Have been using Bay associates for about 6 years now. I find them very helpful and they have given me individual advice about my pension that I have managed to use. I like the way they tailor the advice to my exact situation, which being self employed is variable.”