Welcome
Independent Financial Advisers
working with you
Clover Financial Planning Ltd is one of the very few companies to have been awarded the prestigious title 'Chartered Financial Planners' since January 2008, the industries gold standard. A Chartered title is a commitment to an overall standard of customer excellence and professionalism.
Their Managing Director, Tim Burridge is personally qualified to the highest level as a Chartered Financial Planner.
We are a local firm, offering completely unbiased and professional Independent Financial Advice. We believe it is essential that we offer completely independent advice, putting the best interests of our clients first at all times. Our Head Office is in Exeter with another base in Plymouth and our advisers have many years of experience in the financial services industry.
Our principle aim is to provide ongoing advice to private individuals, their families and businesses by building a long term relationship. We deal with sophisticated financial planning issues and explain them in a clear and concise way.
We recognise that each client is unique and so focus on your specific circumstances to ensure that the service and advice you receive is tailored to you. We believe it is important for you to be able to continue to review your circumstances regularly with us in future years and so provide the opportunity for regular reviews. Your trust is the most important thing we feel that we can earn.
We often work alongside your solicitor or accountant to ensure that together we provide a complete service. We can also introduce you to other professionals if required.
