An Independent Financial Adviser looks at all the possibilities in the market and will recommend only solutions or products that are right for you. You will not be restricted to a limited range of options, so it's the best advice you can get.
From 1st November 2013, Queensgate Personal Investment Management changed its name to City Financial Planning (Exeter) Limited. Queensgate had been part of City Financial Planning Limited for the last ten years and, following changes in the financial services sector aimed at bringing more clarity to clients, we felt this was a good time to consolidate the link between the two companies. We are able to offer financial advisory services across the region from our Bath and Exeter offices.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - Aston Court Pynes Hill EXETER, Exeter, EX2 5AZ
01392201120
Business Name
Queensgate Financial Advisers
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