Top 10 Independent (IFAs) & Restricted Financial Advisers in Helston

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  • KLO Financial Services

    Carn brea
    FCA verified
    With a presence in Truro, we offer fully Independent Financial Advice for our client's across the region. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every & every client personal requirements.
    172
    £50k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Penryn
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17392
    £100k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Penryn
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5236
    £50k+
    Can help with
    Pensions & retirement
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  • Intelligent Pensions

    Penryn
    FCA verified
    We work with clients from their 40s into retirement. Our team of independent, experienced and highly rated advisers will help you achieve the retirement you always hoped for.
    27
    £150k+
    Can help with
    Pensions & retirement
  • KLO Financial Services

    Falmouth
    FCA verified
    With a presence in Truro, we offer fully Independent Financial Advice for our client's across the region. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every & every client personal requirements.
    172
    £50k+
    Can help with
    Pensions & retirement
  • Gresham Wealth Management Ltd

    Penryn
    FCA verified
    Committed to providing a high standard of service to enhance the customer experience and reputation of the sector.
    < 10
    £250k+
    Can help with
    Pensions & retirement
  • Morlaix Ltd

    Falmouth
    FCA verified
    Jargon free Independent Financial Planning Advice from a Chartered Financial Planner. Morlaix explains everything in a simple manner.
    81
    £500k+
    Can help with
    Pensions & retirement
  • KLO Financial Services

    Redruth
    FCA verified
    With a presence in Truro, we offer fully Independent Financial Advice for our client's across the region. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every & every client personal requirements.
    172
    £50k+
    Can help with
    Pensions & retirement
  • Hine Downing Financial Services

    Falmouth
    FCA verified
    As a business our principle aim is to protect, maintain or improve our clients' financial wellbeing in an ever-changing world.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • W T Independent Financial Planning

    Redruth
    FCA verified
    As an Independent Financial Adviser, Sarah brings a wealth of experience and knowledge placing clients interest first, which provides great satisfaction in achieving client’s immediate and longer term goals.
    27
    £100k+
    Can help with
    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.