01392 221100
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Take control of your financial future

From planning for retirement and managing your wealth to passing on an inheritance, we will help you achieve your financial goals.
25 years of experience
20 years of experience

What we do

Whether you are already at retirement or planning for it, we will work with you to maximise your financial situation and deliver a plan to realise your future ambitions. As your success is our success, we are highly motivated to return results.

As independent and Chartered financial planners, you can trust that our advice is always expert, honest and ethical.

Since 1997 we have been successfully assisting clients in securing their financial future. With our help, you too can make sound financial decisions - for you, your family and your business - to achieve your chosen lifestyle and future.
About us

How we can help

Combining savings and investments with tax, pension, and estate planning, we will create and execute the right strategy to ensure a secure financial future for you and your family.
For those financial decisions that fall outside of your ongoing wealth management strategy, such as mortgages and life insurance, we will be on hand to guide you through.
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From exit planning to shareholder protection and employee benefits, our business planning services will protect and maximise your business's financial success and secure your future.
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Occasionally life throws a curve ball, and you might need financial advice outside of the day-to-day. From bridge financing to pensions and divorce, we can help with the unanticipated.
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Advice for you and your life

Your situation and your financial ambitions are unique to you. So we will tailor an approach and a financial strategy that is specific to you. And as your life and financial goals change, we will be there to adapt the plan and ensure your financial arrangements continue to deliver.

By really getting to know our clients and building lifelong relationships, we understand what our clients need and can make those financial results happen. By choosing us as your financial adviser, you will gain a lifelong financial partner driven to achieve or exceed your financial goals.
Our advice process

Proud to be chartered

Closely and protectively guarded by all professional bodies, Chartered status is something to be proud of, so we are naturally proud of ours. Awarded by the Chartered Insurance Institute (CII), our Chartered financial planner status recognises our commitment to ethical practice, qualifications, systems and processes.

It demonstrates that we have a highly knowledgeable and able team, provide service of the highest standards, give advice based on our client’s needs, and subscribe to a code of ethics. For you, it is a mark of trust in our ability, professionalism, and reassurance that you are entrusting your financial affairs to the best.

Contact us

Call us today

Pick up the phone and give us a call. One of our friendly and experienced team are always happy to help.
01392 221100

Email us

If you would like to know more about any of our services, please get in touch.

Visit our office

If you're local you can pop in to see us at our office in Exeter. We are open Monday to Friday 9am to 5pm.

Foresight Financial Planning
8 Southernhay West 
Exeter EX1 1JG

The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

© 2023 Foresight Financial Planning Ltd. All Rights Reserved. Foresight Financial Planning is the trading name of Foresight Financial Planning Limited whose registered address is as above. Registered in England, company number is 4119450. Foresight Financial Planning Limited is authorised and regulated by the Financial Conduct Authority and can be found on the Financial Services Register https://register.fca.org.uk/ under reference 788849. VAT registration number 289409553. Website designed and built by Nettl of Exeter