Financial Planners in Ottery Saint Mary, Devon

“Jonathan Burden provided useful impartial advice regarding retirement planning, touching briefly on mortgage provision and income protection. He offered a remote meeting via Zoom and provided a follow-up email summary with links to resources. Would recommend.”

“I found Damien from a Google search and made an initial phone call to see if he could help answer my query. He could and he did....generous with his time and knowledge, professional, courteous and friendly (but not overly familiar). He answered all my questions with clarity and simplicity, cutting through some of the more difficult financial terminology. He was so helpful I went on to ask a further question which again he went through patiently and comprehensively and he's just followed it up with a more detailed email. Amazing service. very very highly recommended.”