Gilbert Stephens Financial Services – Mid, East and West Devon
We are a well established Independent Financial Services organisation offering independent financial advice across Mid and East Devon. Our financial advisers are based in our offices in Exeter, Ottery St Mary, Crediton, Sidmouth, Budleigh Salterton and Okehampton
As a company we believe in offering all our clients holistic and impartial advice and as we have no affiliation with any investment provider or life company, our clients can rest assured that our advice is completely independent.
Whilst some of our advisers have expertise in particular areas, all are well versed in the broad spectrum of financial planning and so as a team, we are well placed to provide the best possible advice.
Who we are
Gilbert Stephens Financial Services Limited was established in 1988 as part of Gilbert Stephens LLP Solicitors to complement the high quality legal advice provided to clients.
- Wealth Management
- Trustee Investment
- Retirement Planning
- Financial Planning
- Inheritance Tax Planning
- Long Term Care Planning
- Lifetime Mortgages
We hope that you will enjoy finding out more about ourselves and meeting our team on this site and hope that we can help support you now or in the future.