Connect with Top-Rated Financial Advisers in Plymouth!

Excaliber Associates Ltd provide high quality, bespoke, financial advice to clients throughout the UK. Our only aim is to help you achieve your financial goals. Our unique relationship based service is designed to secure the financial well being of our clients by providing them with sound advice, simply presented. Whatever level of service you require we have a comprehensive solution to match.

Coast Financial is an Independent Financial Adviser based in Plymouth, Devon, offering a range of financial services including mortgages, investments, pensions, and more. Our team of fully qualified financial advisers provides whole of market advice to individuals and businesses in Devon, Cornwall, and South Hams.

Inspire Wealth Ltd is a firm of independent Wealth Advisers & Discretionary Fund Managers, focusing on Lifestyle Planning, Investment Planning, and Tax Planning. We offer a range of investment strategies to suit your risk appetite. Our investment approach is determined by our Investment Committee who meet regularly. We can provide advice and implement tax planning strategies to offer income tax relief, protection against capital gains tax and ensure your family won't have to pay more inheritance tax than necessary on your estate. Additionally, we can help you acquire all that you want in life by identifying what you actually want and creating a plan to achieve it.

Condy Mathias Chartered Financial Planners is a local chartered financial services company offering independent advice through our team of highly experienced advisers. We provide tailored advice and high-level service to help our clients achieve their financial goals and aspirations. Our services include general financial planning, life assurance, pensions, inheritance tax planning, investments, tax-efficient investing, and retirement planning.

Astute Money Financial Planning is a professional financial planning firm based in Plymouth, providing a range of services including wealth management, savings, investments, tax planning, and retirement planning. Our expert team, led by Managing Director Darren Fisher, takes a comprehensive approach to financial planning, aiming to protect, manage, create, preserve, and retain wealth for individuals and businesses. With a focus on building long-term relationships, Astute Money prides itself on delivering personalized advice and guidance to help clients make informed financial decisions.

Molyneux Associates is a trusted and independent financial advisory firm based in Plymouth, providing expert advice on investments, pensions, mortgages, protection, and more. With a team of experienced advisors covering the South Coast of the UK, we offer a personalized service tailored to your needs. Whether you're looking for guidance on investments, pension reviews, or mortgage advice, our experts will guide you through the financial maze.

LFP Asset Management is a privately owned company providing high-quality financial planning, investment, and pension advice to individuals and small businesses. With over 30 years of experience, the team offers strategic financial planning, investment advice, retirement planning, and Environment, Social, and Governance (ESG) investing services.