Howard

Based in Exeter, Howard Financial Services Ltd is a trusted independent financial advisory service dedicated to providing unbiased, expert financial advice to both private and corporate clients. With many years of experience in the industry, we have built a reputation for delivering sound, impartial, and successful financial planning and investment advice.

Our Expertise

As a truly independent financial adviser, we are directly authorised and regulated by the Financial Conduct Authority (FCA). Our team of experienced professionals combine in-depth knowledge of finance and the latest research tools to provide you with comprehensive and tailored solutions to meet your individual needs and circumstances.

Investment Advice & Management

• Addressing all aspects of investment planning, from identifying suitable investment opportunities to reviewing and maximizing your existing portfolio.
• Providing guidance on all types of investments, including shares, bonds, and mutual funds, ensuring a balanced approach aligned with your investment risk tolerance.

Retirement Planning

• Creating a personalized roadmap to ensure your financial security in later life.
• Identifying the best retirement funds and investments to support you in achieving your desired retirement goals.
• Reviewing any existing pension provision you have to ensure it is invested optimally.

Protection

• Guiding you through risk management strategies and insurance solutions to protect your assets and financial security in the face of unexpected events.

Our Commitment

We believe in building strong, lasting relationships with our clients. We take the time to understand your individual goals, concerns, and financial situation before recommending personalized strategies. We are committed to open communication, transparency, and building trust with our clients.

What Sets Us Apart

• Independence: As an independent financial adviser, we are not beholden to any specific products or companies. This allows us to provide unbiased advice tailored to your unique needs.
• Expertise: Our team of experienced professionals has a deep understanding of the financial services industry and provides solutions backed by evidence-based research.
• Client-Centric Approach: We are committed to building strong relationships with our clients and providing personalized solutions that address their individual needs and goals.