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Investing for beginners

This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that every annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Exeter let alone Exeter ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Devon.

Good luck! 

Independent Financial Advisors IFAs

Foresight Financial Planning

8 Southernhay W, Exeter EX1 1JG, UK – 01392 221100

Being new to mortgages I was recommended Alan's services through a work colleague. Alan explained things in a way that was quick to grasp with no pressure to commit to anything. From speculative ideas to completion of my purchase Alan and everyone I spoke to at Foresight have been a pleasure to deal with and despite being busy they are very good at prioritising what is important and always did all they could to help.

We highly recommend Alan and Rachel of Foresight Financial Planning to anyone seeking mortgage advice. We have received every help possible from them, in making what often seems a complex process understandable. It has been a delight to meet such an approachable, helpful and friendly team. Many thanks, Alan and Rachel.

Old Mill accountants and financial planners - Exeter

Leeward House, Fitzroy Road, Exeter Business Park, Exeter EX1 3LJ, UK – 01392 214635

Stoped and had a KFC in your car park thanku for it's use, a very relaxing spot to eat.

Beckworth Financial Services Ltd

30 Southernhay E, Exeter EX1 1NS, UK – 01392 678555

Investec Wealth & Investment Exeter

Keble House, Southernhay Gardens, Exeter EX1 1NT, UK – 01392 204404

Charles Stanley

Broadwalk House, Southernhay W, Exeter EX1 1TS, UK – 01392 453600

Brewin Dolphin Exeter

Pynes Hill, Woodwater Park, Exeter EX2 5FD, UK – 01392 440450

Investment Companies - Business Angels


Senate Court, Southernhay Gardens, Exeter EX1 1NT, UK – 01392 432431

Highly experienced wealth managers able to communicate complex financial matters in an easy to understand way.

Good people. Exceptional and personal service.

P1 Investment Management Limited

Halford Wing, Dean Clarke House, 1 Southernhay Gardens, Exeter EX1 1AP, UK – 0333 241 4129

Crowdcube Ltd

Fourth Floor, Broadwalk House (South Block), Exeter EX1 1TS, UK – 01392 241319