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Introducing our experts.

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Meet Our Team

Marcus Quick – Independent Financial Adviser

Wyatt Loake – Independent Financial Adviser

Carrie Maud – Chartered Financial Planner

Hayley Martin – Paraplanner

Sam Andrews – Financial Services Assistant

Carly Short – Financial Services Assistant


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NEWS | December 19th 2018

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New Residence Nil Rate Band (RNRB) now in force

Since the Residence Nil Rate Band (RNRB) was announced in 2015 it has been the topic of much discuss...

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NEWS | February 20th 2017

Now open in Okehampton

Gilbert Stephens officially opened its newest branch in Market Street, Okehampton today. On the ...

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February 16th 2019

“Do I need a Digital Will?” This idea is still a long way off. You can read more about Digital Wills here… https://t.co/cBYJEOTdoO

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Gilbert Stephens is the trading name of Gilbert Stephens Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority (no 579899) and Gilbert Stephens LLP which is authorised and regulated by the Solicitors Regulation Authority (no. 536070).

This information does not constitute legal or financial advice and you are advised to seek the guidance of a lawyer or financial advisor to discuss your individual requirements.

Exeter 01392 34 64 64Budleigh Salterton 01395 20 87 77Crediton 01363 72 21 11Okehampton 01837 51 20 90Ottery St. Mary 01404 51 87 77Sidmouth 01395 20 87 77
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