Fowler Financial Planning - Exeter

SHANKAR M.

I have been a client of Fowler Financial Planning (FFP)for nearly a decade now. Besides guiding me on matters relating to retirement planning, last few years, Matt and his team have helped/guided me with mortgage renewals/new mortgage applications. Matt & Robin have always ensured that I not only get the best deal but made sure that they are with me through the whole mortage/remortgaging process. Thank you Matt, Robin and the whole FFP for your support & guidance.

I have absolutely no hesitation in recommending FFP to anyone for trusted and personalised service and guidance! Cheers Shankar

James K.

I have been a client of Fowler Financial Planning for around 5 years. They look after both me and my son. The level of client care and eminence shown by Matt and his team is outstanding. I am better prepared and confident in achieving my financial goals and have made solid progress with FFP. I consider Matt to be one of the most important people within my circle and would recommend FFP to anyone.

Thank you Matt and your amazing team.

Katie R.

Matt is a trusted, longstanding contact of mine, so when he established FFP I immediately moved my portfolio across. He has built an excellent, professional team who have seamlessly adopted Matt’s principled ethics and approach to business. Service and portfolio performance consistently exceeds expectations. I cannot recommend this business highly enough.

Robin E.

Full disclosure: I am an employee and client of Fowler Financial Planning.
My experience as a client has been excellent throughout. Matt, the director and my financial adviser is warm and extremely professional to deal with. The support and knowledge that he has given to me as I negotiate the complex world of personal finance has really enabled me to relax about what is a very stressfull aspect of life. I have had no hesitation in recommending both my family and friends to Fowler Financial planning. If you are in need of quality, uncomplicated financial advice then I can thoroughly recommend Fowler Financial Planning.

G E.

For any of you who are looking to plan for their future retirement, I would highly recommend Matthew and his team.
I recently took the step of investigating the benefits of transferring out a large percentage of my defined benefits pensions into a different scheme. This is not a decision to be taken lightly and I wanted to make sure it was something that was going to work for me and my family. I approached Matthew to help me with this decision.
Matthew demonstrated the benefits that it could bring in a pressure free consultation and took me very carefully through a process explaining not only the benefits but also the risks. My portfolio, in conjunction with my wifes pension proved an ideal scenario for this to be a possibility.
The triage process I was taken through was really effective and helped me with making the decision to progress to full advice, I felt that the services Matthew provided were excellent. I was kept in up to date with progress at all times, knowing that Matthew would absolutely not have taken this forward without it being something that was the right thing to do.
I thank you to Matthew and his team, this has made my dream of retiring earlier than planned a possibility.

Sophie E.

Matt has helped me, my husband and my husband's parents with multiple financial "things". Including: organising several of my workplace pensions into one; helping us with our mortgage and advising my in-laws on the best way to invest and manage their savings. Matt explains things in a way that's understandable whatever your level of financial knowledge, he has a skill of pitching it perfectly to be neither confusing nor condescending. Would highly recommend Matt and Fowler Financial Planning to anyone seeking financial advice whether that's how to manage your millions or how to start saving.

David F.

We needed help planning our retirement whilst paying off our mortgage and supporting our children with house purchases and weddings etc. Although we were well organised (we thought!) Matt listened to our goals, understood what we wanted to achieve and then produced a plan which enabled us to attain our lifestyle goals. Throughout the process he listened to what WE wanted and planned accordingly, regularly checking in with us to ensure we remained on track and were happy. Even lock down did not stop him keeping in touch via excellent use of technology. His team provide excellent friendly back up and Matt's technical knowledge and calm reassuring manner are second to none. We have now moved house, retired, payed off our mortgage and supported our children as we wanted, and look forward to the next stage in our lives knowing that Matt has our back. We have no hesitation in recommending his services. We are proud he is our son, but when dealing with us "professionally", he puts on his "Adviser hat", and that is the basis of the review.

Sanchia L.

We have been clients of St James’s Place for over ten years, they have looked after us very well always giving very good financial advice at our annual meetings. During this time our savings have achieved a good level of growth and as a result we are confident that we can look forward to a comfortable retirement!