About Us

As a member of the Chartered Insurance Institute and an Associate of The Personal Finance Society, Ben has over a decade’s experience working across different areas of Wealth Management with both major financial institutions as well boutique firms. His roles have transitioned from Investment Analyst, researching and developing bespoke investment portfolios, to Chartered Financial Planner working closely with clients across wide range of planning scenarios.

Having known Martin for many years, joining Raymond James, Exeter has provided Ben with the perfect opportunity to continue providing exceptional financial planning advice to existing and new clients, building trusted long term client relationships whilst drawing on his expertise as a Discretionary Investment Manager and sitting on our Investment Management Committee.

During his career, Ben has had the pleasure of helping his clients realise their objectives, often helping people going through personal change and creating tax efficient, cost effective and risk managed plans which provide peace of mind and security as they make important financial decisions.

Ben works with clients across the south and southwest as well as nationally and specialises in Retirement Planning; helping his clients plan for, transition into and secure their retirement, ultimately helping them sustainably reap the rewards from their years of hard work.

Grace is Duncan’s daughter and has been working for the branch for a little over a year. She has thoroughly enjoyed learning about the workings of the business and providing administrative support to the team. Through her experience so far she has gained a passion for helping clients and has been inspired to pursue a career in financial planning and is now working towards her Chartered Insurance Institute exams. Grace has two young daughters, Aurelia and Sylvie, and it is her goal to continue working hard for them to provide the best life possible.

As a Chartered Financial Planner, Andy has been working in Financial Services for over 27 years, the last 20 of which have been with large accountancy firms, where he also first worked with Duncan.

Joining the Raymond James, Exeter Team has provided Andy with the perfect opportunity to continue providing exceptional financial planning advice to his existing and new clients.

During his career he has had the pleasure of dealing with a wide range of planning scenarios, helping clients to achieve their life objectives. In order to make this happen, Andy invests heavily in the relationships he has with his clients, creating the trust that is required to talk about the most important things in their lives.

Through this process, he then creates a financial plan which allows the client to visualise the future better, helping them to do more of what they want to do and less of what they don’t, in a cost-effective, tax-efficient and risk-managed manner.

In particular, over the last 10 years, Andy has developed a specialism with dealing with divorce scenarios, which he finds particularly rewarding as people in these circumstances really appreciate having someone they can trust to navigate the complex financial situations that can occur.

Duncan is a highly qualified Wealth Manager being both a Chartered Financial Planner and Certified Financial Planner.  Heading up the branch investment committee, Duncan holds the Investment Management Certificate and is authorised to manage investments for clients on a discretionary basis as well as provide financial planning.

With over 30 years in financial services, Duncan has seen most of what the financial world can throw at clients. His breadth of experience and reassuring demeanour has led to strong, long term relationships with clients, many of whom have been working with him for over 20 years.

Duncan works closely with a number of other professionals to deliver the required services to clients. Duncan coordinates other professional advisers, working together to deliver the strategies needed.

An example of what Duncan’s clients have to say:

“You have so much support because you are so professional – and caring – in what you do. For my part thank you, thank you, thank you for all you have done for us over the years – and latterly for being so good to me. Life would not have been the same without you.” – LG, Devon

Martin has been advising clients for over 25 years and joined the Exeter Branch of Raymond James in January 2016 having known Duncan, Andrew and Clive for many years.

He is a Fellow of the Personal Finance Society, a Chartered Financial Planner and a fully qualified Discretionary Investment Manager and sits on the branch investment committee.

His industry experience and professional qualifications allow him to act as a valuable sounding board for the business and his clients alike.

Andrew has worked in the industry for nearly 20 years following graduating with a Business Studies degree from the University of Hertfordshire and holds The Certificate in Discretionary Investment Management from the Chartered Insurance Institute.

Andrew has a strong compliance background having worked in the compliance department for a large asset management company in Exeter, and also spent 3 years as a self-employed Compliance consultant working with a number of Wealth Management and Stock Broking firms across the country.

Andrew moved to a client facing paraplanning role in 2010, and has grown to thrive on interacting with, and building relationships with clients ensuring that the on-going service we deliver continues to meet the high standards our clients expect.

Andrew is currently working towards The Diploma in Regulated Financial Planning.