Investment Advice in Exeter
Expert investment and ISA advice in Exeter and surrounding Devon areas. Completely independent - I search the entire market to find the right solutions for you.
Investment Solutions
Investment Solutions in Exeter
Comprehensive advice for individuals and families in Exeter and the wider Devon area.
Local Expertise
Financial advice
in Exeter
Exeter is the regional hub for Devon, so typical work includes busy professionals, university-linked households, and pre-retirees who want pensions, investments, and mortgages aligned in one plan.
Investment questions frequently focus on ISAs, using allowances tax-efficiently, and building diversified portfolios for professionals and business owners in the area.
I also support people in nearby areas such as Honiton, Sidmouth, Axminster and Taunton, all on the same phone- and video-first basis.
Working with a local adviser in Exeter also means continuity, the same person through mortgage moves, protection reviews, pension changes, and investment decisions.
Serving Devon
Based in Yeovil, I work with clients across Devon, mostly by phone and online, including Exeter and surrounding areas.
5★ average from 73+ public Google reviews, read verified feedback.
100%
Independent
100+
Lenders
10+
Years Experience
My Approach
Clear advice,
no complexity
Hi, I'm Michael Hawkins. I've been helping individuals and families across Exeter and the wider Devon area with their financial planning for years. As a completely independent FCA regulated financial Adviser, I offer whole of market access.
Why independence matters: Unlike restricted Advisers who can only recommend from a limited panel, I can search the entire UK market for the best product at the most competitive price.
I got tired of the old way of doing business, so I put years of experience into a system that makes life easier for both of us. Your client hub brings onboarding, factfinding, documents, messages, reminders, and reviews together in one place, while a practice engine behind the scenes keeps everything moving and cuts duplication and repetitive typing. Once you have tried it, going back to scattered emails and paper chasing rarely feels worth it. Pensions and investments follow the same hub model as mortgages and protection.
Learn more about my approach
Michael & Kiki
Exeter, Devon
Investment Solutions
What I can help with
Investment portfolio planning
ISA recommendations
Pension investment advice
Tax-efficient investment strategies
Risk assessment & planning
Regular portfolio reviews
The Process
How it works
Initial investment review & fact-find
Investment goals assessment
Risk tolerance evaluation
Portfolio construction
Implementation & setup
Ongoing monitoring
Why Choose Me
Independent advantage
Personalised portfolios
Investment strategies tailored to your risk tolerance and financial goals
Tax efficiency
Maximise returns through tax-efficient investment structures
Whole market access
Access to all investment platforms and fund managers
Professional management
Expert oversight and regular portfolio rebalancing
Also Available in Exeter
Other services
Quick answers
Investments in Exeter
How do appointments work if I'm in Exeter?
By phone and video, we normally start with a free 30-minute call. Your client hub keeps the journey clear from wherever you're based in Exeter or the wider Devon area, without logistics getting in the way.
Is Exeter inside your usual advice area?
Yes. I work across Somerset, Dorset, and Devon, with Exeter as one of the areas I support regularly. I also support people in nearby areas such as Honiton, Sidmouth, Axminster and Taunton, all on the same phone- and video-first basis.
What is the client hub and practice engine?
I got tired of the old way of doing business, so I put years of experience into a system that makes life easier for both of us. Your client hub brings onboarding, factfinding, documents, messages, reminders, and reviews together in one place, while a practice engine behind the scenes keeps everything moving and cuts duplication and repetitive typing. Once you have tried it, going back to scattered emails and paper chasing rarely feels worth it. Pensions and investments follow the same hub model as mortgages and protection.
Testimonials
What my clients say
Below is a sample of feedback. There are also 73+ verified 5-star reviews on Google from clients across the South West.
"Absolute top notch service. Michael Hawkins was superb - swift replies to emails or phone calls, extremely helpful and knowledgeable. Would highly recommend his services."
Daniel Lonsdale-Ellis
"His advice was invaluable. Above all he was compassionate and understanding throughout the process, patient and supportive with those with little experience."
Dave Sinclair
"Could not have been more helpful and so obviously knows the market. A brilliant service, thanks Michael."
Ian Floyed
"On time, spoke with a good knowledge of the market. Very good. And it was a good experience."
Alan Southwood
Ready to start?
Ready to get started?
Get in touch to book an investment review, or message me with any questions.