PC Financial Planning Ltd - Exeter

Eric H.

Paul and Micky provide a high standard of service in professional yet informal manner putting clients as ease. In what can be a complicated, confusing and scary subject, Paul with his wealth of knowledge and experience has adept ability to advise in a relaxing manner to clients of all ages or understanding, presenting his advice at the appropriate level of laymen terms.

Paul has provided me and now my family with excellent advice over the years be it short, medium or long term planning which has been second to none, emphasising the importance of financial planning.

I fully recommend PC Financial Planning who are a trustworthy team who's client care is top of their agenda and are always on the end of the phone when required. Many thanks Paul and Micky for your services over the years and to date.

Matthew G.

Paul and Micky are a great team. They are both very approachable, friendly and likeable characters. Paul has always given me excellent financial advice in a manner that I can understand. I trust them both wholeheartedly and know they have my best interests at heart. I would recommend their services without hesitation and wish them every success.

Keith P.

Paul and Micky have done a brilliant job and are always available with help and advice. I have every confidence in them to look after our financial interests at all times. They are a credit to SJP.

Michelle E.

We all know something about financial planning, even if it's 'I need to get on top of this'. We've all got a good friend who seems to have it all sorted, or at least sorted for themselves. I count myself fortunate that my path crossed with Paul and Micky at PC Financial Planning. They are now those 'friends' who have not only sorted out my financial future, but more importantly, tailored it just for me. So far, so usual for a financial advisor. Where they are different is that they really do listen and care. They are approachable, non judgemental and speak in English, not business waffle. This means you don't just feel but actually are part of the process of making your money work for you to get the future you want. So, if you want 'mates' who are living their dream, who can help you realise yours: give them a shout.

Helen G.

I can thoroughly recommend Paul for Financial advice. Paul has helped me
enormously for many years with all my financial affairs. He has given me excellent advice and guidance. Paul is very good at listening and explaining all my options clearly for now and for the future.

David G.

Always good advice from Paul and Micky. Always there when needed.

Jeff S.

Excellent service delivered efficiently and with understanding . Would highly recommend for financial planning Pensions and investments.

Dave W.

Great people to deal with, very professional and helpful with advice