About Us

                                           About Us

What Makes Us Different

At W&P Financial Planning we have always, and will continue to provide professional financial advice to all our clients. As a result they are happy to do business with us and to recommend W&P to their family and friends.

 

Our Vision

 

To work in an environment that reflects our values by being of service to each other, our clients and our product partners whilst maintaining-

-Diligence

-Honesty

-Integrity

We will agree and maintain ongoing working relationships with our clients and always treat them fairly by following a personally tailored and agreed servicing schedule.

 

                                           Our Mission

                                                                                                    To ensure that all our clients have the peace of mind that their financial affairs are in order.

 

 

  • 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.

    D&L

  • 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

Our Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

  • Our Team
    Keith Parnall
    Director/ Financial Adviser
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  • Our Team
    Andrew Sellars
    Mortage and Protection Consultant
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  • Our Team
    Tracy Davison
    Administrator
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  • Our Team
    Helen Marshall
    Administrator
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