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Pension Advisor

Charles Stanley & Co. Limited

Charles Stanley & Co. Limited

The Charles Stanley Exeter office has an enthusiastic team of investment professionals who are proud to work for a firm which is highly regarded by both clients and industry peers alike. We offer a comprehensive service to private clients, trusts and charities, advising on managing, buying and selling stocks, shares, unit trusts and a wide range of other financial instruments. We also provide extensive services in administering clients’ investments and cash, managing ISAs and SIPPs and many ancillary activities. We work closely with many financial advisers and their clients in the region as well as solicitors and accountancy firms.

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PKF Francis Clark

PKF Francis Clark

PKF Francis Clark are chartered accountants based across 8 offices covering Devon, Cornwall, Somerset and Wiltshire. Whether it’s family business, private client, corporate business, professional practices or not for profit, we have some of the leading specialists in the South and South West of England. Our dedicated team of experts can provide advice and support for all your accountancy, audit and taxation requirements.

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