01392 272525

What Sets Us Apart

As a firm of Chartered Financial Planners you can be certain the financial advice you receive from us is highly qualified, competent and personalised to you.

We have found it helpful to list some of the things about Clover Wealth Management and the service that our clients have told us they value;

  •      A trusted adviser who really understands people
  •      Financial advice with peace of mind
  •      Easy to talk to with a long term relationship
  •      Investment expertise
  •      Objective advice
  •      Fee paying
  •      Lifestyle Planning

I live close by so visiting is easy, they have very friendly & helpful staff and financial advisor, any problems I have or help needed have been dealt with quickly and efficiently. They even have the fruit teabags I like ready for me!
Mr & Mrs W – Retired Couple, Exeter

Financial Advice with Peace of Mind

Our clients want to be confident that their portfolios are well balanced and that they can sleep at night. Our clients don’t wish to be involved in frantic day to day trading or gambling with their life savings. We provide sound investment strategies based upon understanding your capacity for loss and aim to provide a good guide to the risks involved. This is built on a sound investment philosophy regularly utilising low cost institutional funds.

Easy to talk to with a long term relationship

Our clients want to work with a Chartered Financial Planner who takes their personal circumstances into account when giving them financial advice. We are a small firm taking the time to develop an overall view of each client’s unique financial position and client personality. By controlling the number of clients we work with we can provide a level of service larger institutions can only dream of.

Investment Expertise

You will receive advice from a ‘Chartered Financial Planner’ who will operate under a strict code of ethics. Only a small proportion of firms are Chartered. We hold the investment and trust specialist qualifications to deal with more complex situations where required.

Fee Paying

We avoid all conflicts of interest because we are paid for our advice directly by you. We do not accept commissions from the sale of investments and therefore we are not incentivised to sell you any particular product; the financial advice we give is purely based on what is best for you in your individual circumstances.

We derive a real sense of pride in helping our clients manage their finances and achieve their goals. Nothing is more rewarding than knowing that our services have positively impacted clients lives, relieved financial stress and enabled clients to concentrate on their lives with confidence that their money is in good hands.

Lifestyle Planning

Our lives are entwined with our money. We aim to really engage with people to help them understand what it is that they genuinely enjoy and how to use their money in a way that compliments this – maximising life’s happiness.