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.

Read More
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.

Read More
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.

Read More

What our clients say

Meet the team

Damien Clyburn Chartered Financial Planner

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

Read more
Claire Hart Business Manager

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

Read more
Alison Clyburn Client Services Manager

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

Read more