Fowler Financial Planning

Offering Peace of Mind
Professional Services

For financial peace of mind, both today and in the future.

Fowler Financial Planning seeks to enable clients to achieve financial peace of mind, both today and in the future. Our clients are often busy, professional people, who recognise the need for discipline in their personal finances and understand the value of partnering with a trusted adviser to manage their financial affairs. 

Fowler Financial Planning is run by Matthew and Rachel Fowler, a husband and wife team living and working in Exeter. Splitting our time between Devon and London, Fowler Financial Planning provides financial management advice to clients based across the South West, the City, and further afield. We seek to guide each client successfully through life’s financial journey by helping them identify, understand and achieve their long term financial goals (including budgeting, savings, investments, protection, pensions and estate/inheritance tax planning).

By placing professional development and excellent client service at the heart of our business culture, we run a sustainable business with an ethical footprint and strong stakeholder relationships. Fowler Financial Planning works with a number of local organisations (including business press, professional firms, SMEs etc.) to share information and support business development initiatives in our local area. We believe that everybody should, with the support of appropriate advice, actively understand and manage their finances. As such, we use our specialist skills to provide financial education tools to school children and vulnerable individuals through a number of avenues, and we are always interested to hear from organisations who may benefit from our assistance. 

We look forward to working with the Grow Green initiative in order to build on and develop in practical ways the sustainable approach that we have adopted to date, and to promote environmentally sustainable working methods to our clients and within our local community.

Growing green together…

We look forward to working with the Grow Green initiative in order to build on and develop in practical ways the sustainable approach that we have adopted to date, and to promote environmentally sustainable working methods to our clients and within our local community.

Contact

15 Magdalen Road, St Leonard’s, Exeter EX2 4TA

Opening Hours:

9:00am – 5:30pm

(out of hours appointments available by arrangement)

Matt & Rachel Fowler

Fowler Financial Planning is run by Matthew and Rachel Fowler, a husband and wife team living and working in Exeter. Splitting our time between Devon and London, Fowler Financial Planning provides financial management advice to clients based across the South West, the City, and further afield.

Give Us a Call

Call Fowler Financial Planning to understand how they can help you in achieving financial freedom.