Avocet Wealth Partnership is an Exmouth based financial advisory business.
Securing your future, for yourself, your family or your business is one of the most important steps you will ever take. Careful planning alone is not enough. Unless the plans are acted upon and reviewed regularly, changes in your circumstances, or the effects of inflation, may erode their value.

Therefore, our experience, expertise and qualifications mean that we have extensive knowledge of a wide range of financial sectors, including:

- Investment Planning
- Retirement planning
- Inheritance Tax planning
- Life assurance and protection
- Later Life Planning
- Mortgage Planning
- Lifetime Mortgage/ Equity Release Planning