Athena Wealth Planning Ltd is an independent financial planning company based in Exeter, UK. The firm focuses on building long-term, trusted relationships with its clients by creating bespoke financial plans to help them achieve their life goals. Their core services include investment planning, comprehensive retirement planning, estate and inheritance tax planning, and personal/business protection. The company operates as an Appointed Representative of Best Practice IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United Kingdom