South West Financial Planning
David Roberts (left) with Fairstone Divisional Director Steve Easter
A message from the business principal: 

The Directors of SWFP Ltd wanted to enhance the service offering available to our clients by tapping into the additional resources available to a national firm of independent advisers such as Fairstone.

We are delighted to be joining the Fairstone team.

David Roberts

About us: 

Fairstone is a national wealth management house and one of the largest Chartered Financial Planning firms in the UK.

Our clients are at the centre of everything we do and thanks to them we are the number one rated wealth management house on TrustPilot.

Whatever your circumstances and your financial goals for now and the future, our advisers can help you to plan to ensure that you meet those aspirations.

The Fairstone Exeter office represents clients across the South West. Our team includes Chartered Financial Planners who can support your lifetime financial journey.

Meet the team: 
Independent Financial Adviser
Independent Financial Adviser
Independent Financial Adviser
Independent Financial Adviser
What our clients think of us: 
We cannot recommend Fairstone Financial Management more highly!

Judith Cramb

Get in touch: 
01237 475 507

What does this mean for you?

Your service won't change. The team remains the same and you can contact us through the usual channels.

Joining Fairstone will enable us to further support your financial objectives and provide you with a greater range of services.

View our full range of services