Devon born and bred Damien advises clients throughout the county and beyond.
Based in our Ottery St Mary office, Claire supports Damien as he advises our clients.
Alison liaises with clients and provides administration support to Damien and Claire.
Our team are now working flexibly, with a combination of working from home and the office. We’re happy to arrange face-to-face meetings, with social distancing and additional hygiene measures in place. However, all meetings will be by appointment only and we cannot accept walk-ins.
If you prefer, we are also happy to carry out meetings via telephone or video conferencing (Zoom). If you’d like to discuss your financial plan or have any concerns, rest assured we’re available as required.
Key contact information:
Telephone: 01404 815551