Home / Financial Advice Exeter
We are mortgage advice specialists and are here to help relieve your mortgage worries. Making the process as simple as we can.
Equity is the value of your home once you’ve removed an outstanding mortgage, or other form of debt secured against it.
With countless insurance types, we provide a caring, supportive advice service to help you understand which is right for you.
Visit our financial advice team at our offices in Exeter, Devon
Welcome to Beerstone Financial Services
Providing you with all the support and financial advice you need, every step of the way.
Beerstone Financial Services was established in 1996 by Chris Beer, our Founding Director, who still plays a key role in the company and ensures we maintain the best service. Since, we have grown our network and skills to offer clients a bespoke service with the confidence that we can offer the best advice possible. In total we have over 40 years of experience in financial services working in a range of environments so you can be sure that your situation is in experienced hands.
Chris Beer
Founding Director
Looking for financial advice in Exeter?
Speak to our Exeter based team of financial advisors today to get the friendly, unbiased support and guidance you need.
How it works
Book your first online meeting
Simply get in touch with our financial advice team to arrange an online meeting with one of our professional, unbiased Exeter advisors at a time that suits you.
Meet your personal advisor
During the initial meeting, your personal advisors will explore your current and future financial needs, plans and goals.
Receive your tailored advice
After meeting your personal advisor, we will prepare and present a fully tailored report and present our professional advise to you.
Customer Testimonials
Explore what our customers think about our services
Here is a selection of testimonials from our wonderful customers.
My family have dealt with Chris Beer for years!
"Wouldn’t use anyone else. Chris and staff are so lovely and helpful. We’ve used them for first time buyers and now onto our second house and re mortgage with them. Couldn’t be anymore helpful thank you beerstone team."
SAMMIE - EXETER, DEVON
Absolutely brilliant in helping us secure the right mortgage for us.
"Chris and Rachel have been absolutely brilliant in helping us secure the right mortgage for us. We couldn’t recommend them highly enough. They were recommended by friends and we can totally see why..."
VICKI E - DEVON
We found a lender willing to help me consolidate my debt
"I needed to consolidate short term debt into mortgage to improve credit rating and reduce interest costs. Neil found a mortgage lender willing to help me consolidate my debt despite my poor credit rating..."
CHRIS R - EXETER
A great new mortgage saving me a lot of money.
"Chris found me a great new mortgage saving me a lot of money. Rachel was very helpful and made the process easy. I’m very pleased with the services and advice I was provided with."
Heidi - DEVON
Absolutely brilliant in helping us secure the right mortgage for us.
"I've been using Beerstone for many years now regarding my mortgages and I can't thank them enough for all they have done. Chris is absolutely fantastic with finding the best deal and such an affordable rate!..."
Lauren H - EXETER, DEVON
Our Team
The Beerstone Team
We have a team of experienced, educated and driven financial advisors that offer outstanding services to ensure you have the best deals and support.
Chris Beer
Founding Director
Chris founded the company in 1996 after previously being in the financial services industry for many years before. Chris manages a local football team on the weekend as well as taking part in many British Eventing Events as a qualified Cross-Country Controller.
Dom Beer
Managing Director
Dom has a passion for the industry and loves to innovate to ensure each client receives the best and most efficient service. Dom’s biggest love is the automotive world, but also loves getting away to the coast for a surf whenever he can, as well as playing for a local football team.
Creig Hearse
Specialist Finance Director
Creig ensures that all aspects of property finance are covered and has a real passion for finding solutions for clients that are looking to achieve their dreams when it comes to property. Creig enjoys coaching a local junior football team and loves spending time on the beach with his family.
Daniela Wood
Client Success Manager
Daniela is originally from Prague and moved to Devon where she raised her family. She loves new challenges and decided to expand her knowledge into finance by helping people with their mortgages and utilising her experience in customer services that she gained in London.
Michael Lathbury
Later Life Specialist
Mike started as a Building Society Manager before starting his own business and becoming an Independent Financial Adviser prior to joining Beerstone. He is now focussed on Later Life planning and helping people to achieve their dreams in their later years. You will find Mike on a football pitch or travelling the world.
Luke Barber
Client Account Manager
Luke lived his childhood in the local area before moving to London to study IT. Luke brings those skills and passion to this industry to ensure that clients receive excellent service. Luke loves travelling the world as well as staying active, gaming, sport, reading and working on classic cars with his granddad.
No need to worry.
We will deal with all your concerns.
Have a question? Contact our Devon team today. Over the years, our Devon financial advice team have helped hundreds of customers in Exeter, Topsham, Newton Abbot, Crediton, Cullompton, Sidmouth, Exmouth and Tiverton to name but a few.
Beerstone Financial Services was established in 1996 by Chris Beer, our Director, who still oversees the company and ensures we maintain the best service.
In total we have over 30 years of experience in financial services working in a range of environments so you can be sure that your situation is in experienced hands.
Speak to our team
Visit our offices: 2 Southernhay West, Exeter, EX1 1JG
Beerstone Financial Services Ltd (542704) is an Appointed Representative of BrokerSync Ltd, which is authorised and regulated by the Financial Conduct Authority (1031981).
There may be a fee for Mortgage Advice. The precise amount will depend upon your circumstances and will be agreed upon following your initial meeting.
Investments, Pensions, Wills, Trusts, PMI and Estate Planning will be referred to our authorised third-party providers. Beerstone Financial Services Ltd and BrokerSync Ltd are not responsible for any advice received from the third-party providers.
Investments, Pensions, Wills, Trusts, PMI and Estate Planning will be referred to our authorised third-party providers. ABC Ltd and BrokerSync Ltd are not responsible for any advice received from the third-party providers.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Conveyancing, Wills, and some forms of Buy-to-let Mortgages and Commercial Mortgages are not regulated by the Financial Conduct Authority.
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or other debt secured against it.'