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Financial Planning Services in Exeter and Devon
Artavia PFS Ltd provides a bespoke, impartial financial planning service and works to build long term relationships with each client, tailoring its services to suit both personal and business-owners financial needs. Our aim is to assist clients achieve their longer term financial needs and aspirations, through understanding these needs and regularly reviewing progress towards these aspirations.
What we do
Artavia PFS Ltd can provide financial advice across a range of financial needs, planning for:
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pre-retirement
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at retirement
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post-retirement
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protection for the individual or business
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estate preservation
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investment
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business succession
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7 Ages of Man
Visit our pages on the 7 Ages of Man (and Woman!) to see what your financial planning requirements and needs are as you go through life.
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How we work
To be authorised by the FSA as independent financial advisers we have to pass stringent hurdles covering our professional qualifications, professional indemnity insurance and commitment to the FSA's code for conducting business in a way which treats you fairly.
As a company providing advice on a wide range of Financial Services, the majority of our services require authorisation and are regulated by the Financial Services Authority (FSA). To help us ensure that we are applying the rules and regulations correctly we employ a specialist compliance services company - Simply Biz - to oversee our responsibilities and actions to both our clients and the FSA.
Simply Biz are one of the UK's leading providers of specialist compliance services to the independent financial adviser community. Through them we are kept up to date with all changes that affect our advice services, and gain access and support to a wide range of complementary services; which all goes to support our aim of providing top quality bespoke financial planning services to all our clients.
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