Amboseli Wealth Management Ltd (Steven Eathorne) Appointed Representative Of Vision Independent Financial Planning Ltd . This can be verified by visiting the Financial Services Register.”

Independent Financial Adviser  2 Polgine Close, Camborne, Cornwall, TR14 9DZ
First meeting at adviser's own cost
We believe in the traditional values of Honesty,Reliability and Trust.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Protection/Life Insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th July 2020
Meet our advisers
Steven Eathorne DipPFS CeMAP

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

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
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.“Amboseli Wealth Management 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.”

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.

Where to find us
Head office address: 2 Polgine Close, Troon, Camborne, Cornwall, TR14 9DZ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th July 2020

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