Welcome
The Professional Connection are Independent Financial Advisers with offices in Plymouth and Exeter which was established in 1995, whilst the Exeter office has been in business since 1981. Our advisers have over sixty years of experience between them. We primarily specialise in wealth creation for our clients, along with retirement planning and inheritance tax mitigation.
Our name is derived from the fact that we have a long tradition of working very closely with solicitors, accountants and other professional intermediaries to ensure our clients receive the most appropriate advice. We believe we are at the forefront of investment advice as we have utilised bespoke discretionary management solutions for many years, along with Wrap platform portfolios which are a transparent and low charged way of investing clients hard earned money.
Most of our business is done through personal recommendation from our clients or solicitors and accountants, a fact which makes us very proud. If you are looking for unbiased, independent and professional advice for yourself, your family or your company we will have a specialist adviser to meet your needs.
We hope you will find this site clear and easy to use. Please use the links (above) to see the areas that we can help you with.
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