A testimonial

From time to time we receive unsolicited correspondence from our clients, which detail the experience they have undertaken with The Exeter Practice. We have included a copy of such correspondence with the authors permission here to demonstrate the peace of mind The Exeter Practice can provide.

Financial Planner of the Year Award

I thought that you would be interested in this.

Simon and Matthew are far to modest to boast about their achievements but this year they both took part in The Financial Times, Money Management, Financial Planner of the Year competition.

At an award ceremony at the Dorchester last month, Simon was awarded The Pre-Retirement Planner of the Year and Matthew was runner in the Wrap (Investment Management) category (he won this award in 2006).

Although these competitions receive little publicity outside the world of Financial Planning, they do demonstrate the commitment of The Exeter Practice to being at the leading edge of Financial Planning and Investment Management.

Please don’t show the photographs to anyone of a nervous disposition. They were taken at the end of a long evening of celebrations!

Mo Bowen
Director
The Exeter Practice