Profecto Financial Services Ltd - Exeter

Professionally managed by Profecto Financial Services Ltd, the company is located at Kings Wharf, The Generator Quay House The Gallery, The Quay, Exeter EX2 4AN, United Kingdom. Contact them via phone at 1392925046 or visit their website at profectofs.com.

Specializing in financial planning, the company offers various services such as online appointments, on-site services, and appointment recommendations. With an average rating of 5/5 based on 11 reviews on Google My Business, clients appreciate their dedication to finding the best solutions for their needs.

Some clients have shared their experiences, such as Martin who was "incredibly helpful sorting our mortgage as first-time buyers" and the team who were "amazing" in helping set up better performing investments for their children's accounts. Overall, Profecto Financial Services Ltd is highly regarded for their expertise and commitment to their clients.

👍 Reviews of Profecto Financial Services Ltd

Isabel B.

5/5

Martin was incredibly helpful sorting our mortgage as first-time buyers and was there for us whenever we had questions about any part of the process - would thoroughly recommend!

Ciara W.

5/5

Petra and Martin are amazing! Martin worked really hard to get us a good mortgage deal at a time when rates kept changing, and Petra helped us set up better performing investments for our children's accounts. If you want financial advisers who not only give good financial advice, but also work hard to get you the best solutions, then this is the team you need!

Emma M.

5/5

Would thoroughly recommend Martin, who helped us remortgage recently at short notice. Friendly, efficient and knowledgeable service.

Duncan H.

5/5

Martin has provided fantastic mortgage broker services to us for over 5 years now and we could not ask for anything more. He has been particularly invaluable in recently helping us to secure a lower rate than we anticipated for our new 5 year fixed term. We would thoroughly recommend Martin and the team for their financial services.

Alexander G.

5/5

Petra was amazingly helpful throughout the whole process. I wouldn’t hesitate to recommend her and Profecto in general. They made a stressful situation so much easier and nothing was too much of an ask.

Jane L.

5/5

I cannot stress enough how pleased I am with the advice and guidance that Martin and Petra from Perfecto have given me. Nothing is too much trouble for them including translating in detail, all the jargonese that is used in the business these days to a novice like me, in order that I could fully understand.
They ensured that I had several options and what the benefits of each was and I never felt pressured to make a decision.
We had as many meetings as were necessary at times and locations most convenient to me.
I can thoroughly recommend them to anyone.
Thank you.

Greg S.

5/5

Easily the most stress-free mortgage application process I've been through. Martin was super-helpful, explained everything really clearly and ended up getting us a great deal. Highly recommended.

Andy B.

5/5

Excellent friendly service with a broad knowledge of investment products. Petra and Martin were both helpful and thorough in providing us with the investment and pension advice we needed.
Highly recommended.