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

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

  • West Country Financial

    Liskeard
    FCA verified
    < 10
    £0+
    Can help with
    Business

  • Worldwide Financial Planning Ltd

    Truro
    FCA verified
    Trustworthy, knowledgeable, reliable, accessible, honest, excellent. Faultless. You can’t improve, and shouldn’t try! A huge thanks to you all.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Harbour Wealth Management

    St agnes
    FCA verified
    80
    £0+
    Can help with
    Pensions & retirement
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  • Tom French & Associates Limited

    Feock
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • KD Financial

    Holsworthy
    FCA verified
    Independent financial planners helping young families, business owners and people approaching or in retirement across West Devon and North Cornwall.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Serenity Financial Planning Ltd

    Helston
    FCA verified
    We are known for delivering financial freedom for our clients, so that they can live the life they want.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • Tom French & Associates Limited

    Mevagissey
    FCA verified
    < 10
    £0+
    Can help with
    Business

  • Morris Trice Associates

    Truro
    FCA verified
    We are here to help you in buying your first home to sorting out your Retirement & Investments needs.
    33
    £0+
    Can help with
    Pensions & retirement

  • 2plan Wealth Management Limited - David Medland

    Falmouth
    FCA verified
    47
    £50k+
    Can help with
    Pensions & retirement

  • Positive Solutions (Financial Services Limited)

    Calstock
    FCA verified
    < 10
    £0+
    Can help with
    Business

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.