to LittleWell Financial Management Ltd. We are a firm of Independent Financial Advisers and Planners that specialise in all aspects of financial and wealth management. Based in Exeter, our clients extend throughout Devon, Somerset and further afield.
We look to create long-term relationships with our clients, and as a partnership we work together to plan your financial future. We believe it is important to offer a highly personal approach so at the outset we take time to get to know you, your lifestyle, hopes, aspirations and concerns. These early discussions help us to understand your needs and how best we can help you. Our close relationship with local professionals, including accountants and solicitors, ensures that you benefit from the best advice and bespoke solutions.
Our main areas of advice include:
- Savings and Investments
- Pension and Retirement Planning
- Inheritance Tax and Estate Planning
- Pensions and Divorce Issues
- Life Assurance and Income Protection
We are directly authorised and regulated by the Financial Conduct Authority. Our compliance, training and support services are provided by a leading and highly regarded external company and this ensures consistently high standards of advice and client service.