Fowler Financial Planning Limited

Fowler Financial Planning provides a range of services to assist clients with their financial needs. The firm focuses on building relationships with clients to help them achieve their financial goals.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
15 Magdalen Rd, EX2 4TA
01392790623
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Orion Financial Management Ltd
Orion Financial Management Ltd is a financial advisory firm that focuses on building and maintaining long-term trusted relationships with clients.
Bright Future Financial Planning & Wealth Management IFA Lyme Regis
Bright Future Financial is an independent financial advisory firm that specialises in financial planning and wealth management services.
Gilbert Stephens Financial Services Limited
Gilbert Stephens Financial Services Limited is a well-established and trusted Independent Financial Services organisation offering expert financial advice across Mid and East Devon.
Arbuthnot Latham
Arbuthnot Latham is a private bank offering bespoke banking, wealth management, and investment services tailored to the needs of high net worth individuals and businesses.
Company Details
Fowler Financial Planning Limited is operated by Fowler Financial Planning Limited and is a Active company incorporated on 12 April 2018 with the registered office located in Exeter, Devon. Fowler Financial Planning Limited was registered 7 years ago.

Status
Active
Size
Micro
Directors
2
Age
7 years old
Employees
8
Turnover
Unreported
Total Assets
£2.17M
Cash in Bank
£65.8K
Total Liabilities
-£1.89M

Director • Non-Executive Director • British • Lives in UK • Born in Oct 1984
Director • Financial Adviser • British • Lives in UK • Born in Mar 1988
Mr Matthew Fowler
PSC • British • Lives in UK • Born in Mar 1988
Mrs Rachel Fowler
PSC • British • Lives in UK • Born in Oct 1984
Teams
All
8
Management
4
Support
1
Other
3
SEO & PPC Manager • Joined Jan 2014
Administrator • Joined May 2023
Marketing Consultant • Joined Jul 2020
Financial Planner • Joined Dec 2023
Financial Planner • Joined Mar 2024
Financial Planner, Fowler Financial Planning Ltd • Joined May 2022
SEO & PPC Manager • Joined Jan 2014
Marketing Consultant • Joined Jul 2020
Financial Planner • Joined Dec 2023
Financial Planner • Joined Mar 2024
Administrator • Joined May 2023
Financial Planner, Fowler Financial Planning Ltd • Joined May 2022