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Welcome to Profecto Financial Services

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

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

  • service

    Mortgages

    Mortgages are loans which are intended to help buyers purchase residential and commercial property

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  • service

    Financial Planning

    Professional Financial Planning is the process which aims to help you realise your ambitions - whate...

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  • service

    Protection

    Protect your finances from an uncertain future

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  • service

    Equity Release

    Unlock money from your home for a more comfortable retirement

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  • service

    Buy-to-let

    Unleash your investment and earning potential

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Financial Advisers Located in Exeter

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.

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OUR PLAN FOR YOU

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.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

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.

A. Langley

Being self-employed getting a mortgage is not an easy task. Martin at Profecto Financial Services made the whole process a breeze. He knew the best people to talk to to get a great mortgage deal with great rates. Having someone to deal with personally is invaluable at what can be one of the most stressful times.

H. Slade

I always find Martin to be knowledgeable and professional and very approachable. His advice is clear and straightforward. I have recommended Martin to my team mates and would recommend Profecto Financial Services to anyone.

Frank & Suze

Thank you Petra and Martin for your help with our mortgage. We now have our dream home and we couldn’t be happier. We would definitely recommend Profecto to others (in fact we already have).

James & Katy

Earlier this year, we were assisted by Profecto Financial Services to remortgage our home. Throughout, they went the extra mile to ensure the whole process was as smooth and stress free as possible. Our financial advisor Petra was friendly, warm, and encouraging through what can often be a difficult and stressful time. From the beginning of our contact, right through to completion, Petra was the model of professionalism and expertise. She was calm and patient with our questions and went to great lengths to explain every stage of the process so that we were well informed and clear about what was going on. We can highly recommend Profecto Financial Services, especially if you want expert advice, coupled with a warm and friendly service.

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WHERE WE ARE

01392 925 046
The Gallery
Kings Wharf
The Quay
Exeter, EX2 4AN


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