Beerstone Financial Services
Mortgage Brokers
Beerstone Financial Services
2 Southernhay W, Exeter
# Beerstone Financial Services
Beerstone Financial Services is an independent financial advisory firm based in Exeter, Devon, established in 1996. The company provides specialist guidance across mortgages, equity release, and insurance to clients throughout the region.
The firm serves a diverse clientele including first-time buyers, self-employed workers, homeowners seeking remortgaging advice, and property investors interested in buy-to-let mortgages. Their team of experienced advisors also assists home movers and those considering equity release options to unlock value from their properties.
What distinguishes Beerstone is their commitment to unbiased, professional advice delivered through a personalised approach. With over 40 years of combined experience in financial services and more than 3,000 satisfied customers, the firm combines established expertise with accessible service. Founding Director Chris Beer, who established the company, remains actively involved, ensuring consistent quality and service standards.
The company operates a transparent three-step process: clients book online meetings at convenient times, meet with a dedicated personal advisor to discuss their financial situation and goals, and receive a fully tailored written report with professional recommendations. This structured yet flexible approach removes the pressure often associated with financial planning whilst ensuring thoroughly considered advice.
Rather than offering generic solutions, Beerstone emphasises understanding each client's unique circumstances, future aspirations, and financial objectives to deliver customised recommendations.
Beerstone Financial Services is an independent financial advisory firm based in Exeter, Devon, established in 1996. The company provides specialist guidance across mortgages, equity release, and insurance to clients throughout the region.
The firm serves a diverse clientele including first-time buyers, self-employed workers, homeowners seeking remortgaging advice, and property investors interested in buy-to-let mortgages. Their team of experienced advisors also assists home movers and those considering equity release options to unlock value from their properties.
What distinguishes Beerstone is their commitment to unbiased, professional advice delivered through a personalised approach. With over 40 years of combined experience in financial services and more than 3,000 satisfied customers, the firm combines established expertise with accessible service. Founding Director Chris Beer, who established the company, remains actively involved, ensuring consistent quality and service standards.
The company operates a transparent three-step process: clients book online meetings at convenient times, meet with a dedicated personal advisor to discuss their financial situation and goals, and receive a fully tailored written report with professional recommendations. This structured yet flexible approach removes the pressure often associated with financial planning whilst ensuring thoroughly considered advice.
Rather than offering generic solutions, Beerstone emphasises understanding each client's unique circumstances, future aspirations, and financial objectives to deliver customised recommendations.
Services offered
Mortgage adviceEquity releaseInsurance servicesRemortgage servicesBuy-to-let mortgagesFirst-time buyer adviceFinancial planningHome mover advisory