Helping you plan your financial future

We are Independent Financial Advisers based in Ottery St Mary. We work with clients throughout Devon, helping them to achieve their life goals through sound financial planning.

Your journey

Each one of our clients wants something different out of life. Our job is to understand what you want and put together a financial plan to help you achieve it.

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Why choose us

We are local, independent, financial planners, working with people throughout Devon to help organise their finances to achieve their life's goals and ambitions.

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Case studies

We produce a bespoke financial plan for every one of our clients. These real-life examples show how we have helped our clients secure their financial future.

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What our clients say

“I am pleased that over the years our relationship has developed in such a way that we now come to see each other as friends as well as professional advisers and I would have no hesitation in recommending their services to any future prospective clients.”


Graham Wright Ottery St Mary, Devon

“Damien has been giving us financial advice on our portfolio for many years. He has always provided us with a friendly, knowledgeable and supportive service with regular updates. We would certainly recommend him.”


Mr & Mrs G Exmouth, Devon

“I started obtaining financial advice from Damien Clyburn over five years ago. On my first meeting, I felt very relaxed with Damien’s professional approach to my financial affairs. Damien keeps me updated with my portfolio and is always very thorough whenever offering advice and I have no hesitation in recommending Damien as an independent financial advisor.”


John Green Ottery St Mary, Devon

Meet the team

Damien Clyburn Chartered Financial Planner

Devon born and bred Damien advises clients throughout the county and beyond.

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Claire Hart Business Manager

Based in our Ottery St Mary office, Claire supports Damien as he advises our clients.

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Alison Clyburn Client Services Manager

Alison liaises with clients and provides administration support to Damien and Claire.

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