Avocet Wealth Partnership

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Avocet Wealth Partnership Avocet Wealth Partnership is an Exmouth based holistic financial planning practice that helps it's clients achieve their long term financial goals...sooner!

A huge good luck to our Avocet friend who is playing in final open qualifying at Burnham and Berrow Golf Club tomorrow ...
29/06/2026

A huge good luck to our Avocet friend who is playing in final open qualifying at Burnham and Berrow Golf Club tomorrow morning. Go well Paul! đź’Şđź’Ş

31 years ago Ian received this certification to confirm he had passed the 1st exam to qualify as a financial adviser, ye...
02/06/2026

31 years ago Ian received this certification to confirm he had passed the 1st exam to qualify as a financial adviser, yes 31 years!

Although so much has changed over those 31 years his key messages to his clients has always remained consistent.

Invest for the longer term.
Build a plan and follow it.
Ignore the media noise, time in the market is always better than timing the market.
Use your annual Pension and ISA allowance.
Have a cash reserve of 3 - 6 months expenditure.
Review your plans at least annually with your adviser.

Financial Planning doesn’t have to be complex, although many think it does.

Fantastic day yesterday for the Avocet Wealth Partnership Pro Am at East Devon Golf Club!
29/05/2026

Fantastic day yesterday for the Avocet Wealth Partnership Pro Am at East Devon Golf Club!

Treat Tuesday here at a very hot Avocet Wealth Partnership office.What better way to cool down than some excellent Grann...
26/05/2026

Treat Tuesday here at a very hot Avocet Wealth Partnership office.

What better way to cool down than some excellent Granny Gothards Rum and Raisin Ice Cream. 🍨

It sure has hit the spot, thank you!

We’ve been keen sponsors and supporters of Exmouth Town FC for a few years now. UTT! ⚽️
22/04/2026

We’ve been keen sponsors and supporters of Exmouth Town FC for a few years now. UTT! ⚽️

That’s tax year end successfully completed, helping clients make use of allowances before the deadline.What better way t...
02/04/2026

That’s tax year end successfully completed, helping clients make use of allowances before the deadline.

What better way to thank our awesome team here Avocet Wealth Partnership than breakfast rolls, coffee and Easter Eggs.

Wishing all our clients, fellow professionals and business owners a Happy Easter.

Address

55 Parade
Exmouth
EX81NH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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