Top 10 Independent (IFAs) & Restricted Financial Advisers in St Michael Caerhays

I need advice on
Total assets
My postcode
First meeting is free

  • Oculus Wealth Management - Stephen Pountney

    St austell
    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.
    200
    ยฃ50k+
    Can help with
    Pensions & retirement

  • Finsbridge Financial Planning

    St austell
    FCA verified
    We are a Chartered Financial Planning firm, providing evidence based independent financial planning, mortgage, insurance and tax advice to private clients, trusts and small businesses. We have offices in London Kent, Surrey, Essex, Berks and Hants.
    499
    ยฃ50k+
    Can help with
    Pensions & retirement

  • Westcountry IFP Limited

    Carlyon
    FCA verified
    I help my clients grow & protect their wealth, plan for retirement and structure their estates to effectively mitigate Inheritance Tax. My advice is carefully composed and bespoke. I put my clients at the centre of everything I do.
    98
    ยฃ100k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • W T Independent Financial Planning

    Truro
    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 clientโ€™s immediate and longer term goals.
    27
    ยฃ100k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    St blaise
    FCA verified
    Flying Colours โ€“ for a brighter financial future. Whether youโ€™re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18216
    ยฃ150k+
    Can help with
    Pensions & retirement

  • Old Royle Wealth Management Ltd

    Feock
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    1867
    ยฃ100k+
    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
    ยฃ0+
    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.
    13
    ยฃ250k+
    Can help with
    Pensions & retirement

  • Oculus Wealth Management - Stephen Pountney

    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.
    200
    ยฃ50k+
    Can help with
    Pensions & retirement

  • 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.
    41
    ยฃ150k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of lifeโ€™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 thereโ€™s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.