Why choose me?

It’s important that you feel confident in putting your trust in me. Here are a few reasons why I'm different…

I'm independent

You’ll reap the benefits of the unbiased advice I offer to clients. Being independent means I can search the entire market to find a product that best suits your needs. I’m not tied to one particular provider, which allows me to focus on getting the right solution for you.

I put your needs first

People will always come before products. It’s you that I do this for, and my mission is to allow you to achieve financial freedom and feel secure about your future. It’s at the core of all the work I do, and you’ll see it from the moment you start working with me.

I’m trusted

Our relationship is built on trust, and I want to cement this from day one. You can easily find me on the Financial Conduct Authority’s Register here and see what types of business I can conduct and what protections you have when doing business with me.

I go the extra mile

I will go the extra mile to deliver a bespoke service with the aim of helping you achieve the outcome you you desire. I’m always up to date with the latest financial insights and am the person you can rely on to do what’s best, nothing it too much trouble.

I make the complex, simple

Speaking in jargon-free English is crucial in my role. You need to understand what I’m talking about so you can make a fully informed decision. If you have any questions or just need someone to explain things in extra detail, I’m happy to help.

I offer advice with empathy and experience

Having worked closely with vulnerable people facing complex challenges, I bring compassion and real world insight to my financial planning, ensuring advice that truly reflects each client’s unique circumstances.

Reviews and Ratings for Financial adviser Anna Gidman, Exeter

VouchedFor is the UK’s leading review website for financial advisers, I take great pride in the glowing reviews I’ve received from my clients, which you can read by clicking on the VouchedFor logo here.

Contact

I am here to answer your questions. Get in touch today.

    You have voluntarily chosen to provide personal information to us via this website and you agree that your personal information may be used to provide you with details of products and services in writing, by email or by telephone. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.

    Anna Gidman
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.