Exeter Business Club

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Independent Financial Adviser Member for 2 years

Emericks Financial Services

Independent financial advisers providing tailored financial planning for individuals, families and businesses.

About Emericks Financial Services

Emericks Financial Services is an independent financial advice firm based in Wellington, Somerset. Established in 2013, the team brings over 24 years' experience of giving practical financial planning advice to individuals, families and businesses.

We put our clients at the heart of everything we do. Every plan starts with understanding where you are now and where you want to be, before we build a practical plan and agree the next steps together. The final decisions always rest with you.

We value long-term relationships built on trust and respect, and pride ourselves on being friendly, approachable and honest.

How we can help

  • Savings and investments
  • Pensions and retirement planning
  • Mortgages
  • Personal and business protection
  • Workplace pensions and auto enrolment
  • Long-term care planning
  • Equity release
  • General insurance

Emericks Financial Services Limited is authorised and regulated by the Financial Conduct Authority (FCA reference 936711).

Friendly, member-run breakfast networking for local businesses. Meeting every Friday in Exeter since 2010.

Book your first visit

Fridays

The ISCA Centre
Summer Lane, Exeter EX4 8NT
///silk.pile.trim

Arrive from 7:15am
Meeting 7:30am to 9:00am

Visits by booking only.
Your first two are free.

© 2026 Exeter Business Club. Non-profit and run by its members.
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