Professional mortgage advisors based in Exeter
About Beerstone Financial Services
Beerstone Financial Services was established in 1996 by Chris Beer, our Founding Director, who still plays a key role in the company and ensures we maintain the best service and financial advice. Since, we have grown our network and skills to offer clients a bespoke service with the confidence that we can offer the best advice possible. In total we have over 40 years of experience in financial services working in a range of environments so you can be sure that your situation is in experienced hands.
Chris Beer setup Beerstone Financial Services as he was tired of the restrictive service he felt his clients were receiving and therefore wanted to ensure that each client was treated equally no matter the situation. It is this ethos that still drives us and gives us passion to offer the best service possible.
Visit our Exeter mortgage advisors for honest, unbiased advice.
Why Choose Our Mortgage Advisors?
We are here to provide you with impartial and honest advice about your financial goals. Our Exeter team are highly trained and experienced, providing key information to guide you along the process.
Approved
All our financial services and Independent Financial Advisors are fully regulated and qualified.
Simplicity
Our financial advice team will help you to pinpoint the right deal for you. Providing support every step of the way.
Confidence
Our mortgage advisors are highly trained and experienced, providing key information to guide you along the process.
Mortgage Advice & Financial Advice
Beerstone Mortgage Services
First Time Buyers
As a first time buyer, it is important that you get the right type of mortgage and to ensure you get the most competitive product. As experts we will consider your first steps and guide you in the right direction.
Self Employed
We understand the challenges you face as a self-employed worker and have the solutions to work passed them. Our specialists will ensure that your mortgage offers everything that you need.
Remortgaging
Remortgaging is when you look at moving from one mortgage deal to another. This could be continuing with a same lender to switching to a new one. Our advisers can help you to find the perfect deal for you.
Buy-to-Let
Buying to let is a great way of investing your money. However, there is a number of factors that can affect your return, we will provide you with the advice to make the most out of your investment.
Home Movers
At Beerstone we can make your home move simple. Our specialist advisers are on hand to offer you with all the advise and support you need, speak with our specialists team to learn more about how we can help you.
Get Started
At Beerstone, we want to making the mortgage process as simple as we can. Relieving you of the stress and worries of finding the right mortgage for you. Our Devon team will offer unbiased advise and guidance.
Wouldn’t use anyone else. Chris and staff are so lovely and helpful. We’ve used them for first time buyers and now onto our second house and re mortgage with them. Couldn’t be anymore helpful thank you beerstone team.
Mrs S - Exeter, Devon
Meet our team
Visit our team at our Southernhay offices
We are able to help customers across Devon with our wide range of financial services. Whether it’s face-to-face at our Southernhay offices in Exeter, or via a video call, our advisors will be able to assist you with any questions that you may have.
If you would like to arrange a visit, please don't hesitate to give us a call.
Our Team
The Beerstone Team
We have a team of experienced, educated and driven financial advisors that offer outstanding services to ensure you have the best deals and support.
Chris Beer
Founding Director
Chris founded the company in 1996 after previously being in the financial services industry for many years before. Chris manages a local football team on the weekend as well as taking part in many British Eventing Events as a qualified Cross-Country Controller.
Dom Beer
Managing Director
Dom has a passion for the industry and loves to innovate to ensure each client receives the best and most efficient service. Dom’s biggest love is the automotive world, but also loves getting away to the coast for a surf whenever he can, as well as playing for a local football team.
Creig Hearse
Specialist Finance Director
Creig ensures that all aspects of property finance are covered and has a real passion for finding solutions for clients that are looking to achieve their dreams when it comes to property. Creig enjoys coaching a local junior football team and loves spending time on the beach with his family.
Daniela Wood
Client Success Manager
Daniela is originally from Prague and moved to Devon where she raised her family. She loves new challenges and decided to expand her knowledge into finance by helping people with their mortgages and utilising her experience in customer services that she gained in London.
Michael Lathbury
Later Life Specialist
Mike started as a Building Society Manager before starting his own business and becoming an Independent Financial Adviser prior to joining Beerstone. He is now focussed on Later Life planning and helping people to achieve their dreams in their later years. You will find Mike on a football pitch or travelling the world.
Luke Barber
Client Account Manager
Luke lived his childhood in the local area before moving to London to study IT. Luke brings those skills and passion to this industry to ensure that clients receive excellent service. Luke loves travelling the world as well as staying active, gaming, sport, reading and working on classic cars with his granddad.
No need to worry.
We will deal with all your concerns.
Over the years, we have helped thousands of clients across Devon in areas such as Exeter, Topsham, Exmouth, Sidmouth, Cullompton, Newton Abbot and Crediton to name but a few.
Beerstone Financial Services was established in 1996 by Chris Beer, our Director, who still oversees the company and ensures we maintain the best service.
In total we have over 30 years of experience in financial services working in a range of environments so you can be sure that your situation is in experienced hands.
Speak to our team
Visit our offices: 2 Southernhay West, Exeter, EX1 1JG
Beerstone Financial Services Ltd (542704) is an Appointed Representative of BrokerSync Ltd, which is authorised and regulated by the Financial Conduct Authority (1031981).
There may be a fee for Mortgage Advice. The precise amount will depend upon your circumstances and will be agreed upon following your initial meeting.
Investments, Pensions, Wills, Trusts, PMI and Estate Planning will be referred to our authorised third-party providers. Beerstone Financial Services Ltd and BrokerSync Ltd are not responsible for any advice received from the third-party providers.
Investments, Pensions, Wills, Trusts, PMI and Estate Planning will be referred to our authorised third-party providers. ABC Ltd and BrokerSync Ltd are not responsible for any advice received from the third-party providers.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Conveyancing, Wills, and some forms of Buy-to-let Mortgages and Commercial Mortgages are not regulated by the Financial Conduct Authority.
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or other debt secured against it.'