Home / Financial Advice Exeter
Our objective is to make your hard-earned money work best for you. Whether you're looking for mortgage advice, or insurance advice, our Exeter team are here to help you.
Over the last 25 years, we have helped advise and support thousands of customers and have made a name for ourselves in the area. Each of our mortgage advisors is knowledgeable, experienced and here to provide you with sound and unbiased advice. If you would like to book a meeting at either our offices or over a video call, please get in touch.
Customers trust our mortgage advisors because we are competent, experienced and unbiased. We understand you may have many questions and we are here to answer all of them.
Simplicity
Our advisors will help you to pinpoint the right deal for you. Providing support every step of the way.
Approved
All our financial services and Independent Financial Advisors are fully regulated and qualified.
Confidence
Our advisors are highly trained and experienced, providing key information to guide you along the process.
Our Expertise
If you would prefer to speak to one of our mortgage advisors about any of the following topics, please don't hesitate to give us a call.

Buying your first home can seem very daunting. Our friendly team is trained to walk you through each step and make the whole process more stress free.

It can be hard to get a mortgage if you're self employed, but it's not impossible. We can offer you the guidance and support to find the right mortgage for you.

Our finance specialists can help you to find a great deal for your mortgage by searches through hundreds of lenders and countless products that are available.

Equity release can give you a cash lump sum or regular monthly payments. This is something that you can use to help with regular bills, home improvements, care costs...

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.

We can make your move simple. Our specialist advisers are on hand to help you today, speak with our specialists team to learn more about how we can help you.

Life insurance is a type of insurance policy that provides a financial benefit to the beneficiaries upon the death of the insured person.

Income protection is a type of insurance policy designed to provide financial protection to individuals in the event they are unable to work due to illness, injury, or disability.

Building insurance, also known as property insurance or homeowner's insurance, is a type of insurance policy that provides financial protection for residential or commercial buildings.
Each of our mortgage advisors are driven individuals who are here to support you with your financial aspirations. They possess a wealth of knowledge and have helped hundreds of clients across Exeter over the years.
If you would like to arrange a meeting with one of our mortgage advisors, please don't hesitate to get in touch with us.
Take a look at the latest industry articles and insights from our Exeter mortgage advisors.



We are Exeter-based mortgage advisors and are here to assist you with any questions you may have.
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.'