Premier Financial Planning Ltd.

Local friendly team with over 40 years’ experience in Financial Services. FCA regulated expert advice across a wide range of areas including equity release, investments, pensions, mortgages, tax planning and life insurance. Proudly featured in the Sunday Times as part of VouchedFor UK Top Rated IFA & Mortgage Advisor list for the last 4 years running.

Free coffee chats with no obligation, to understand what help you are looking for. James, Richard and Julie enjoy helping you achieve what is important for you from funding your new house extension to tidying up your savings and tax planning.

blank 01392 758950

1b Station Road, Pinhoe, Exeter, EX1 3SA

Email · james@pfp-ltd.com

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3 Reviews5 stars

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  • 5 stars

    Nick

    Sidmouth

    17 Oct 2024

    Richard Dalgleish was professional, knowledgeable, friendly, and incredibly efficient helping us remortgage. I had tried to do this myself online but got bewildered by the range of options and permutations. Richard took the time to understand our needs and our circumstances, he surveyed the market, then explained the benefits of the various choices he gave us. Thoroughly recommend.

  • Byron

    Cranbrook

    1 Mar 2022

    Fantastic service, great advice, honest and professional.

  • Harvey

    Exeter

    28 Feb 2022

    Richard was very helpful with buying my first home. He guided me through things in a way that I can understand and I would have struggled with out his help. He also helped me with my life cover which I had been meaning to do for ages.

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