Top 20 Independent Financial Advisers in St Michael Penkevil

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  • 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
    112
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    21
    £100k+
    7.0
    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.
    27
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Morris Trice Associates

    Truro
    We are here to help you in buying your first home to sorting out your Retirement & Investments needs.
    33
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    41
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning

    Truro
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Saulsbury Independent Financial Planning Ltd

    Perranzabuloe
    At Saulsbury Independent, we are committed to delivering better value and choice for our clients. For more than 10 years, James has been helping individuals, families and businesses reach their financial goals. For us, planning for the financial future is more than just looking at numbers; it’s the people and aspirations behind the figures that matter the most. Recognising that everyone’s personal situations are unique, we will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running and protecting a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way. Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning. We thrive on being able to translate the often complex nature of financial planning terminology into an easy to understand language for our clients.
    25
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Morlaix Ltd

    Mabe
    Jargon free Independent Financial Planning Advice from Chartered Financial Planners. Morlaix explains everything in a simple manner.
    60
    £100k+
    7.0
    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.
    36
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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.
    11
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harbour Wealth Management

    St blaise
    74
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers - David Medland

    Helston
    Financial planning expert qualified in Final Salary Pensions, Retirement planning and Investments. Trusted advice: it's all about your needs.
    36
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers - David Medland

    Bodmin
    Financial planning expert qualified in Final Salary Pensions, Retirement planning and Investments. Trusted advice: it's all about your needs.
    36
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    38
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carlton Smith Financial Planning Ltd

    Bodmin
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jacksons Wealth Management

    Penzance
    Financial Planning Expertise since 1923. Cornwall's oldest established firm of financial planners, serving our clients' interests for over 90 years.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carterdawes IFA Solutions Ltd

    Liskeard
    174
    £50k+
    9.2
    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.