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EX - Exeter

Adviser Direct Ltd.
South West Financial
    Planning Services
    Limited


Adviser Direct Ltd.

Address: No. 7, Allington Mead, Exeter, EX4 5AP
Telephone: (01392) 250270
E-mail: admin@adviser-direct.co.uk
Visit our Web Site: www.adviser-direct.co.uk

Contact: Malcolm Grigorey

General information

Adviser Direct Ltd is a fully internet-based firm and an Introducer Appointed Representative member of the LighthouseXpress plc Network which is authorised and regulated by the Financial Services Authority.

We offer Personal and Business Clients access to a complete and comprehensive range of financial advice and execution services on-screen, nationwide, covering: Personal Life and Health Insurances, Keyman and Employee Insurances, Savings/Investments, Private and Company Pensions, Mortgages and SHIP Equity Release plans, IHT plans etc.. A face-to-face service is also available within the South of England area if preferred..

Call us or visit our user-friendly Web site, without obligation, and choose the level of service that suits you from:
  • Limited advice only, when you already know roughly what you want., via phone and/or email.
  • Full advice and report and administration of application paperwork via phone and/or email.
  • Request for appointment with a qualified Adviser for face-to-face advice within the South of England area.
  • Your requests will be automatically e-mailed to us at the click of a button for a prompt initial reply without obligation and without charge.
  • A consolidated investment portfolio administration service through “Transact”.
  • You are also welcome to use various free facilities such as “Calculators” and the Financial News service.


  Terms and Conditions

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