Top 20 Independent Financial Advisers in Cornwall

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    How it
    works?
    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Steve Sims – 2Plan Wealth Management Ltd Steve Sims – 2Plan Wealth Management Ltd

      Plymouth

      Fully qualified adviser with 12 years experience offering friendly impartial advice for individuals and corporate clients

      Fully qualified adviser with 12 years experience offering friendly impartial advice for individuals and corporate clients
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • TFA - Trusted Financial Advice - Paul Grey TFA - Trusted Financial Advice - Paul Grey

      Truro

      A Chartered Financial Planner and Fellow of the PFS, Paul provides Independent financial advice to individuals across the South West. Meetings can be offered on a face to face or remote basis.

      A Chartered Financial Planner and Fellow of the PFS, Paul provides Independent financial advice to individuals across the South West. Meetings can be offered on a face to face or remote basis.
      37
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      37
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Alexander House Financial Planning Ltd. Alexander House Financial Planning Ltd.

      Truro

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
      17
      £50k+
      9.0
      Meet the team
      +12
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      17
      £50k+
      9.0
      Meet the team
      +12
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Hine Downing Financial Services Hine Downing Financial Services

      Falmouth

      As a business our principle aim is to protect, maintain or improve our clients' financial wellbeing in an ever-changing world.

      As a business our principle aim is to protect, maintain or improve our clients' financial wellbeing in an ever-changing world.
      < 10
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      7.0
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      Can help with Advice areas
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      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
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      K
      Can help with Advice areas
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      Can help with Advice areas
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    • Clarity Wealth Management Clarity Wealth Management

      Saltash

      Offering Clarity in a time when there is anything but. Fully independent financial advice specialising in pensions and investments

      Offering Clarity in a time when there is anything but. Fully independent financial advice specialising in pensions and investments
      < 10
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Curtis Netherway Financial Services Ltd 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.

      Retirement planning expert, offering truly independent financial advice, as a pension transfer specialist, through his friendly and professional service.
      36
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      36
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Morlaix Ltd Morlaix Ltd

      Truro

      Jargon free Independent Financial Planning Advice from Chartered Financial Planners. Morlaix explains everything in a simple manner.

      Jargon free Independent Financial Planning Advice from Chartered Financial Planners. Morlaix explains everything in a simple manner.
      53
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      53
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Hansford Bell Financial Planners Hansford Bell Financial Planners

      Tavistock

      11
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      11
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • W T Independent Financial Planning W T Independent Financial Planning

      Truro

      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.

      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.
      17
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      17
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Jessica Chantler - Quilter Financial Advisers Ltd Jessica Chantler - Quilter Financial Advisers Ltd

      Falmouth

      I take pride in working with my clients to hit the big milestones in life - whether it's their first mortgage, saving for a special occasion, or planning for retirement and beyond. Whatever your financial need, I can help you.

      I take pride in working with my clients to hit the big milestones in life - whether it's their first mortgage, saving for a special occasion, or planning for retirement and beyond. Whatever your financial need, I can help you.
      31
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      31
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
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    • Ascot Lloyd Ascot Lloyd

      Plymouth

      One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.

      One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
      13
      £50k+
      7.0
      Meet the team
      C
      J
      A
      G
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      13
      £50k+
      7.0
      Meet the team
      C
      J
      A
      G
      A
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Morris Trice Associates Morris Trice Associates

      Truro

      We are here to help you in buying your first home to sorting out your Retirement & Investments needs.

      We are here to help you in buying your first home to sorting out your Retirement & Investments needs.
      31
      £0+
      7.0
      Meet the team
      D
      N
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      31
      £0+
      7.0
      Meet the team
      D
      N
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • Worldwide Financial Planning Ltd 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

      “It is the value of honesty, integrity and empathy which have given Worldwide Financial Planning the edge" - FT Adviser Editor
      34
      £50k+
      7.0
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      34
      £50k+
      7.0
      Meet the team
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Astute Money Financial Planning Ltd. Astute Money Financial Planning Ltd.

      Launceston

      Bespoke client solutions designed and monitored to provide complete peace of mind.

      Bespoke client solutions designed and monitored to provide complete peace of mind.
      19
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      19
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • TFA Trusted Financial Advice TFA Trusted Financial Advice

      Bodmin

      Our professionally qualified advisers offer independent and un-biased financial and mortgage advice throughout the south and south west of England, ensuring that you receive the right product for your circumstances.

      Our professionally qualified advisers offer independent and un-biased financial and mortgage advice throughout the south and south west of England, ensuring that you receive the right product for your circumstances.
      28
      £50k+
      7.0
      Meet the team
      +9
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      28
      £50k+
      7.0
      Meet the team
      +9
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Tailored Wealth Financial Management Tailored Wealth Financial Management

      Plymouth

      Providing unparalleled advice in all your personal and business needs from pensions, protection to corporate planning we can help.

      Providing unparalleled advice in all your personal and business needs from pensions, protection to corporate planning we can help.
      90
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      90
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Alexander House Financial Planning Ltd. Alexander House Financial Planning Ltd.

      Plymouth

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
      22
      £50k+
      7.0
      Meet the team
      +12
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      22
      £50k+
      7.0
      Meet the team
      +12
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Towan IFA Ltd 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.

      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+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Inspire Wealth Inspire Wealth

      Plymouth

      Inspire Wealth Ltd is a firm of independent wealth consultants with a special focus on wealth consultancy and planning. Our main strategies involve investment risk, tax planning and lifestyle cash flow models.

      Inspire Wealth Ltd is a firm of independent wealth consultants with a special focus on wealth consultancy and planning. Our main strategies involve investment risk, tax planning and lifestyle cash flow models.
      83
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      83
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Quilter Financial Advisers - David Medland 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.

      Financial planning expert qualified in Final Salary Pensions, Retirement planning and Investments. Trusted advice: it's all about your needs.
      19
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      19
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.