Top 20 Independent Financial Advisers in Cornwall

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Clarity Wealth Management

    Plymouth
    Offering Clarity in a time when there is anything but. Fully independent financial advice specialising in pensions and investments
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers - David Medland

    Falmouth
    Financial planning expert qualified in Final Salary Pensions, Retirement planning and Investments. Trusted advice: it's all about your needs.
    23
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Astute Money Financial Planning Ltd.

    Launceston
    Bespoke client solutions designed and monitored to provide complete peace of mind.
    19
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Philip J Milton & Company Plc

    Barnstaple
    Established in 1985, the Company specialises in all aspects of financial planning advice.
    53
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Compass West Financial Planners

    Plymouth
    Just good old fashioned advice and guidance
    52
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tailored Wealth Financial Management

    Teignmouth
    Providing unparalleled advice in all your personal and business needs from pensions, protection to corporate planning we can help.
    92
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Curtis Netherway Financial Services Ltd

    Barnstaple
    Retirement planning expert, offering truly independent financial advice, as a pension transfer specialist, through his friendly and professional service.
    37
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harbour Wealth Management

    Plymouth
    73
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clarity Wealth Management

    Plymouth
    Offering Clarity in a time when there is anything but. Fully independent financial advice specialising in pensions and investments
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers - David Medland

    Falmouth
    Financial planning expert qualified in Final Salary Pensions, Retirement planning and Investments. Trusted advice: it's all about your needs.
    23
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • Amboseli Wealth Management Ltd (Steven Eathorne) Appointed Representative Of Vision Independent Financial Planning Ltd . This can be verified by visiting the Financial Services Register.”

    Camborne
    We believe in the traditional values of Honesty,Reliability and Trust.
    53
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Worldwide Financial Planning Ltd

    Truro
    “It is the value of honesty, integrity and empathy which have given Worldwide Financial Planning the edge" - FT Adviser Editor
    35
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hansford Bell Financial Planners

    Tavistock
    11
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carlton Smith Financial Planning Ltd

    Bodmin
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Towan IFA Ltd

    Newquay
    As an Independent Financial Adviser I am passionate about building long term relationships and working closely with my clients to provide bespoke financial planning solutions tailored to individual needs. With the support of the Vision Independent Financial Planning network I offer a truly ‘whole of market’ approach which enables me to provide the best possible financial advice to my clients and their families. I like to take time to fully understand my client’s needs and requirements and find ongoing solutions that can help them achieve their lifetime goals.
    < 10
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Launceston
    20
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Plymouth
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    17
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Tavistock
    27
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • TFA - Trusted Financial Advice - Darren Bilkey

    Truro
    A Chartered Financial Planner and Fellow of the PFS. Darren provides clear, impartial and Independent financial advice to individuals across Cornwall. Meetings can be offered on a face to face or remote basis to suit your preferences.
    23
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning

    Newton abbot
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.