Profecto Financial Services Ltd - Exeter

Address: kings wharf, The Generator Quay House The Gallery, The Quay, Exeter EX2 4AN, United Kingdom.
Phone: 1392925046.
Website: profectofs.com.
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Toilets, Appointment required.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

Location of Profecto Financial Services Ltd

1392925046

Profecto Financial Services Ltd is a financial planning firm that can help you manage your money and achieve your financial goals. They are located at Kings Wharf, The Generator Quay House The Gallery, The Quay, Exeter EX2 4AN, United Kingdom. You can contact them by phone at 1392925046 or through their website at profectofs.com.

One of the main specialties of Profecto Financial Services Ltd is financial planning. Their team of experts can help you create a personalized financial plan that takes into account your current financial situation, your future goals, and any potential risks. They can also assist you with investment management, retirement planning, and tax planning.

Profecto Financial Services Ltd offers both on-site services and online appointments, making it convenient for clients to meet with a financial planner. They have toilets on-site, and appointments are required.

According to Google My Business, Profecto Financial Services Ltd has received 9 reviews with an average rating of 5/5. This is a testament to the high-quality service and expertise that they provide to their clients.

If you are looking for a financial planner to help you manage your money and achieve your financial goals, Profecto Financial Services Ltd is an excellent choice. Their team of experts can provide you with personalized financial planning services and investment management advice. You can contact them by phone or through their website to schedule an appointment. Don't wait, take the first step towards financial freedom and contact Profecto Financial Services Ltd today.

Reviews of Profecto Financial Services Ltd

Profecto Financial Services Ltd - Exeter

Ciara Wood

5/5

Petra and Martin are amazing! Martin worked really hard to get us a good mortgage deal at a time when rates kept changing, and Petra helped us set up better performing investments for our children's accounts. If you want financial advisers who not only give good financial advice, but also work hard to get you the best solutions, then this is the team you need!

Alexander Gibbons

5/5

Petra was amazingly helpful throughout the whole process. I wouldn’t hesitate to recommend her and Profecto in general. They made a stressful situation so much easier and nothing was too much of an ask.

Duncan Hepple

5/5

Martin has provided fantastic mortgage broker services to us for over 5 years now and we could not ask for anything more. He has been particularly invaluable in recently helping us to secure a lower rate than we anticipated for our new 5 year fixed term. We would thoroughly recommend Martin and the team for their financial services.

Jane Lake

5/5

I cannot stress enough how pleased I am with the advice and guidance that Martin and Petra from Perfecto have given me. Nothing is too much trouble for them including translating in detail, all the jargonese that is used in the business these days to a novice like me, in order that I could fully understand.
They ensured that I had several options and what the benefits of each was and I never felt pressured to make a decision.
We had as many meetings as were necessary at times and locations most convenient to me.
I can thoroughly recommend them to anyone.
Thank you.

Greg Sawyer

5/5

Easily the most stress-free mortgage application process I've been through. Martin was super-helpful, explained everything really clearly and ended up getting us a great deal. Highly recommended.

Andy Brint

5/5

Excellent friendly service with a broad knowledge of investment products. Petra and Martin were both helpful and thorough in providing us with the investment and pension advice we needed.
Highly recommended.

Michelle Clarke

5/5

Highly recommend Profecto. Petra was honest and gave clear, straightforward advice. Will use again.

Nick Jarvis

5/5