Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges...

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Retirement Planning

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

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Savings & Investments

Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than...

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Welcome to W&P Ltd, Financial Adviser in Exeter, Devon

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call me today on 01392 202626 or complete my short enquiry form by clicking on the form button below and I'll be pleased to help you.


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  • Thank you for all the brilliant service you have given us. You made the process so smooth and you got us very good deals and were so nice to work with.  Hopefully we are exchanging contracts later today and we will think of you when we are in our beautiful new home.

    Mr & Mrs W, Honiton

  • I just wanted to drop you an email to say thank you very much for your help throughout the process. It’s been much appreciated and I couldn’t have asked for a better person to deal with!

    Mr C, Exmouth

  • I would highly recommend W&P Limited to my friends and family. You helped me through the whole process of buying my first home.  You have been professional and personable throughout – thank you!

    Miss W, Exeter

  • Thank you for all your help with the purchase of our new home. You have been extremely helpful and we have already started recommending you. Thank you.


  • At W&P Financial Planning we have always, and will continue to provide professional financial advice to all our clients.

    W&P Financial Planning

  • Our mission is to ensure that all our clients have the peace of mind that their financial affairs are in order.

    W&P Financial Planning