Profecto Financial Services is a family run business based mainly in Exeter who provide Mortgage, Protection, Pension and Investment advice to clients all over the UK.
Martin set up Profecto Financial Services in December 2016. Profecto is Latin for “Assured” and “True” and this matches the ethos that we have stuck to since we have started.
Whilst we are a small family run business, who pride ourselves on the service that we provide, we have chosen Quilter Financial Planning as our Network. Quilter are one of the largest Networks in the UK and we believe that they fit in with our ethos and gives us the backing and resources of a very large company.
We have grown steadily since inception, through referrals from both existing clients and other companies, who have chosen us as their preferred advisers for their clients. With Petra joining as a full time Adviser in 2019, we are still growing.
