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Hamilton Pullen Financial Planning Ltd |
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I’m Tasha Pullen, founder of Hamilton Pullen Financial Planning Ltd, a financial planning practice based in Exeter offering personalised wealth management and retirement planning across the UK.
I started my career in financial services over 30 years ago in South Africa, following my family’s banking roots and earning a scholarship in financial planning. My journey brought me to the UK, where I set up this practice to bring the same passion for helping people make sound financial decisions to individuals, families and professionals here. |
At Hamilton Pullen Financial Planning, I work closely with each client to understand their unique goals - whether that’s building investment portfolios, planning for retirement, protecting loved ones with insurance or preserving wealth for future generations. Every strategy is tailored, not off-the-shelf, and I’m committed to long-term relationships built on trust, transparency and clear communication.
As a Partner Practice of St. James’s Place Wealth Management, I combine trusted global resources with a truly personal service. I’m proud to be recognised as a top-rated adviser and to support my clients through life’s financial milestones with knowledge, integrity and care.
Moving to Devon with my daughters has enriched both my personal and professional life, and I’m passionate about helping people here and beyond secure their financial wellbeing with confidence.
Every piece of financial advise we give has one simple goal - your personal goal! I share your values and plans, tailor my advice to fit them, and help you use your money to create the best future for yourself and your family.
As a Partner Practice of St. James’s Place Wealth Management, I combine trusted global resources with a truly personal service. I’m proud to be recognised as a top-rated adviser and to support my clients through life’s financial milestones with knowledge, integrity and care.
Moving to Devon with my daughters has enriched both my personal and professional life, and I’m passionate about helping people here and beyond secure their financial wellbeing with confidence.
Every piece of financial advise we give has one simple goal - your personal goal! I share your values and plans, tailor my advice to fit them, and help you use your money to create the best future for yourself and your family.
