About Us

Based in Exeter, Howard Financial Services Ltd provide unbiased, expert financial advice to both private and corporate clients. We are an independent financial advisory service with many years' experience in the industry, we have built a reputation for providing business and private clients with financial planning and investment advice that’s sound, impartial and successful.

As an independent financial adviser, we are directly authorised and regulated by the Financial Conduct Authority (FCA).

We combine our in-depth knowledge of all finance related matters with the latest research tools to provide you with the best advice for your particular needs and circumstances.

Our services include:

Investment Advice & Management

Whether you’re looking for a large scale investment opportunity or a personal nest egg, we will provide you with the best possible advice at outset, we will then keep your investments under constant review to ensure you maximise their growth potential in line with your attitude to investment risk.

Retirement Planning

Our independent financial adviser can identify the best retirement funds and investments to support you later in life. We will also undertake a full review of any existing pension provision you may already have to ensure it is invested in the best possible place.

Protection

You can’t always prevent the worst from happening, but we can help you to prepare for it with advice on insurance and financial protection plans, including Life Insurance, Critical Illness Insurance and Income Protection Plans.

Tax Advice

We make sure your investments are invested as tax efficiently as possible, and help you to plan for capital gains and other tax-related matters.

We are passionate about providing honest, impartial and above all excellent advice to our clients both initially and on an ongoing basis. Whether you’re managing a large investment portfolio, or are just looking for a bit of peace of mind and security for your family, we can help you to fully realise your financial aspirations. We offer different levels of service based on the extent of financial advice you need, but you can always be assured that it is up to date and provided by experts.

As an independent financial adviser with no ties to any other organisations or their products, our hands are free to provide you with the financial advice that is right for you. Browse our website to find out more about our full range of services, or contact us direct for further information.

Feel free to contact us to discuss your financial requirements.

T: 01392 214444
F: 0845 8331065
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