Gilbert Stephens Financial Services – Mid and East Devon

Who we are

Gilbert Stephens Financial Services Limited is a well established and trusted Independent Financial Services organisation offering expert financial advice across Mid and East Devon. Our financial advisers are based in our offices in Exeter, Budleigh Salterton, Crediton, Okehampton, Ottery St Mary and Sidmouth.

What we do

As a company, we believe in offering all of our clients tailor made, impartial advice ensuring that your finances are equipped to support your life choices. Making big decisions regarding your present, future, retirement and your legacy can seem daunting as it is important to get it right.

We offer a personal service that can guide you through this and create an effective financial management plan specifically for you and your family. As we have no affiliation with any investment provider or life insurance company, you can rest assured that our advice is completely unbiased.

Whilst some of our advisers have a specific area of expertise, all are well versed in the broad spectrum of financial planning and so, as a team, we are well placed to provide the most thorough and comprehensive advice possible.

Our services

Please get in touch

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.

Wyatt and Carrie are so professional. The work they did for me was just what I wanted. Nothing was too small for them. They didn't rush me into making a decision. Kind and caring. Thank you both.
Carol Grice
We wish to thank you for all your kind attention. As you know, the financial world is like a minefield to us... It is both a relief and comfort to know that we are in such capable hands. We have been so fortunate to have your advice and friendship over many years, it is highly valued and much appreciated.
Mr and Mrs P
Dear Marcus, I would also like to thank you for all the hard work that you carried out last year, which enabled the Trust to help towards buying my new property. It was a good move as I become increasingly less mobile this bungalow allows for much better independent living.
S M from South Devon