Amboseli Wealth Management Ltd (Steven Eathorne) Appointed Representative Of Vision Independent Financial Planning Ltd

Independent Financial Adviser 2 Polgine Close, Troon, Camborne, Cornwall, TR14 9DZ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
We believe in the traditional values of Honesty,Reliability and Trust.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group protection
    • Long term care
Meet our advisers
Steven Eathorne DipPFS CeMAP
What our clients say
‘I had previously spoken to a couple of other financial advisers with no success. Steven was the first financial adviser I spoke to that had understood what I was looking for and offers a valuable service’
., Cornwall
‘I have known Steve Eathorne for a number of years, and have always found him to be totally professional and very approachable. I really trust him to handle my affairs which is the key to our financial relationship. Always on the end of the phone for you and willing to speak and explain things, which I like. He even pays for the coffee!’
., Cornwall
Where to find us

2 Polgine Close, Troon, Camborne, Cornwall, TR14 9DZ

Make an enquiry
About us

Steven Eathorne has extensive experience in the financial services industry and believes in maintaining a long-term face to face financial planning relationship with his clients. Steven is able to offer a truly independent advice service on a whole range of financial products to suit individual client needs.

Our services

We deliver a personal tailored service backed up with traditional values whilst at the same time being a contemporary and dynamic company in tune with todays world.As a Vision client you can expecta number of benefits from our Bespoke advice offering a range of services which are focussed on your long-term financial security.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Amboseli Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting The Financial Services Register

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