Profecto Financial Services - Mortgage advisers, financial advisers, investment, wealth management and pensions advice

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

Financial Advisers Located in Exeter

Welcome to Profecto Financial Services Ltd

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01392 925 046 or email us at info@profectofs.com and we'll be pleased to help you.

LATEST

Blog posts

Season’s Greetings!

Dec 20, 2024

As the year comes to a close, we want to extend our heartfelt thanks to all of our wonderful clients.
Navigating Tax Changes: What You Need to Know

Nov 04, 2024

From our perspective, the biggest impact on investments and financial planning relates to tax allowances and shelters available from the Governme...
Season’s Greetings!

Dec 20, 2024

As the year comes to a close, we want to extend our heartfelt thanks to all of our wonderful clients.
Navigating Tax Changes: What You Need to Know

Nov 04, 2024

From our perspective, the biggest impact on investments and financial planning relates to tax allowances and shelters available from the Governme...
Season’s Greetings!

Dec 20, 2024

As the year comes to a close, we want to extend our heartfelt thanks to all of our wonderful clients.
Navigating Tax Changes: What You Need to Know

Nov 04, 2024

From our perspective, the biggest impact on investments and financial planning relates to tax allowances and shelters available from the Governme...

VIEW ALL NEWS

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.
YOUR GOALS & AMBITIONS

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
ANALYSIS

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan
HOW TO GET THERE

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
IMPLEMENTATION

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
REVIEW THE PLAN & PROGRESS UPDATES

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

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HOW WE CAN HELP YOU

Our Main Services

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TESTIMONIALS

See What Our Clients Have to Say About Us

Tom & Elle

We had the pleasure of working with Petra as we set about getting life insurance cover. Everything was clearly explained; we felt guided by expert advice without feeling any pressure or obligation. I would recommend Profecto to anyone who was looking for friendly, sound, financial advice.