We offer expert financial advice based on a collective of 130+ years of mortgage and protection advice from our TJD Financial Services team. Our Exeter office is the hub of TJD Financial Services Planning in the South West. From here, our experienced team offer financial advisor services in Exeter and the surrounding areas for individuals.
TJD Financial Services is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. We provide clients with years of expert financial planning advice and 1:2:1 support for your investment planning, mortgage and pension needs.
Our advisers at TJD Financial Services will get to know your individual circumstances, establish what your goals are and what the right mortgage, protection and investment planning arrangements are for you.
Our team is based in our Exeter and Essex offices allowing us to provide Investment Planning services across a wide area.
An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.
Learn more about our Investment Planning advice
We have access to an extensive panel of lenders, allowing us to source a wide range of mortgages.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Learn more about our Mortgage advice
Retirement means different things to different people. Retirement planning helps you reach your aspirations later on in life.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Away from the office, Tracy of TJD Finacial Services enjoys enjoy golf as part of my local ladies’ team and spending time with my family and 2 crazy dogs.
If you have searched ‘Financial Advisor Exeter’ you have come to the right place! To discuss Mortgages, Investment Planning or Pensions with any of our Exeter based Financial Advisors please, get in touch with us today. You can reach Tracy by phone on 07894 233 957 weekdays from 8.30am to 5.30pm or email anytime at tracy@tjdfinancial.co.uk.
Financial Advisor Exeter
Why do I need a Financial Advisor in Exeter?
Our expert Financial Advisors Exeter provide expert guidance to help you achieve your financial goals. Whether you’re navigating complex mortgage decisions, managing investments or planning for retirement, our Exeter Financial Advisors have local expertise and can tailor strategies to meet your needs.
How do I choose the right Financial Advisor in Exeter?
Selecting the right financial advisor is crucial. Consider factors such as their experience, credentials, and reputation. Our Exeter-based financial advisors at TJD Financial Services are highly qualified professionals with a track record of success. We prioritise understanding your individual financial situation to provide financial advice that aligns with your goals.
How much does it cost to hire a Financial Advisor?
The cost of hiring a Financial Advisor in Exeter can vary based on the complexity of your financial situation and ultimately the services required. During an initial consultation, a member of the TJD Financial Services team will discuss fees transparently, ensuring you have a clear understanding of the cost structure before we start work.
Getting financial advice is difficult. Make the first step by reaching out to our friendly advisers.
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07894 233 957
TJD Financial Services Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Approved by The Openwork Partnership on 21/10/2024.
TJD Financial Services Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Membership Number: 1014457
Registered number 13690787