Vantage Point, Pynes Hill, Exeter, EX2 5FD
FCA Number: 227836
Total No. Advisers: 64
No. Offices: 6
Locations: London, Carlisle, Exeter, Chester, Yorkshire and Birmingham
Dean Fairbrother
Location: Exeter
Telephone: 01392 576000
Dean has thirty years experience. Provides solutions in a simple to understand, jargon free manner. He considers that it is vital financial advice is provided not just for today, but on an ongoing basis through the numerous life stages.
Tom Shorland
Location: Exeter
Telephone: 01392 576000
Tom predominantly advises business owners helping them create financial plans that work in tandem with the business plan, as well as planning for equity partners in law firms and accountancy practices.
Sam Ogg
Location: Exeter
Telephone: 07393465389
Sam joined the industry in 2005 after graduating Law at University. He provides holistic advice to clients in the South West of England with particular expertise in investments, retirement planning and estate planning.
Stuart Smart
Location: Exeter
Telephone: 02038311533
Stuart has a key objective which is to develop long term relationships and a deep understanding of the unique situation of each of our clients, helping them to worry less about their finances and achieve & maintain financial independence.
Tracy Crookes
Location: Exeter
Telephone: 02380830423
Tracy is a Chartered Financial Planner and a Fellow of the Personal Finance Society, having over 15 years experience in the financial services sector. She specialises in trusts, taxation, and financial planning.
© SIFA Limited. Registered in England and Wales under company number 02689134,
Registered Office. Fintel House, St Andrew's Road, Huddersfield HD1 6NA.
