About us
Independent Financial Advisers
working with you
Our Value to You
To pay careful attention to your requirements, objectives in life and build towards these to help you make the most appropriate financial decisions for you.
To provide logical and sensible solutions and explain them in simple terms.
To provide a review service to ensure that you continue to meet your objectives.
Whilst we do hold excellent qualifications, we do not profess to have all the answers and will outsource to other carefully selected professionals when we feel it is appropriate. We will always aim to sit at the very centre of your financial affairs.
Tim Burridge APFS - Chartered Financial Planner
Tim started his career when he went into banking with one of the major high street banks and held senior banking roles. He then progressed into the financial services sector of the bank with 8 years as a Senior Consultant in the corporate sector. He spent three years with one of the largest South West Independent Financial Adviser firms and set up Clover Financial Planning Ltd in January 2008 which is 'Chartered Financial Planners'.
He is qualified to one of the highest status of 'Chartered Financial Planner' and holds various specialist qualifications including investments, taxation and trusts and business financial planning together with many other relevant qualifications listed below.
Tim was born and has lived in Exeter throughout his career and is married with two sons, he enjoys spending time with his family and has outside interests including golf, tennis and table tennis.
View Qualifications
Debbie Burridge (Secretarial & Admin support)
Debbie spent many years working for the local Council in various administrative roles and now looks after the office at Exeter. She is a valued and efficient member of the team. Debbie's interests include Pilates, table tennis and reading.
Emma Mitchell (Secretarial & Admin support)
Emma has recently joined our team with a background in the Financial Services Industry working within a large high street bank in various administrative and support roles. Emma enjoys running and gardening.
What does 'Chartered Financial Planners' mean?
Very few firms hold this title which is only awarded to firms with a commitment to developing and maintaining the knowledge and capability of their people. It also signifies adherence to a demanding code of ethical practice. These values incorporate:
Integrity, Professionalism, Confidentiality, Compliance, Objectivity, Competence
This means that you are entitled to expect courtesy, honesty and fairness towards you and anyone else we deal with. You can also expect us to be trustworthy and never put our interests or those of others above yours.
To become a Chartered Financial Planner, individuals have to complete a suite of qualifications equivalent to the level of bachelor degree (BA, BSc).
