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Cornwall Finance & Investment Services

Independent Financial Adviser  Harlyn House, Newquay Cornwall, Cornwall, TR7 3AW
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FCA authorised
Last authorised 7th June 2021
CF&IS create, increase and preserve our clients wealth and save tax . Old style service, coupled with latest best practice.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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SIPPs
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Stakeholder
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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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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Jonathon Ridgment Dip PFS
Principal
About us

Cornwall Finance & Investment Services Ltd are Independent Financial Advisers based in Cornwall. We travel to meet our clients, at their homes or a convenient location of their choosing and are always available at the end of the phone to ensure a hassle-free service. Our business is built on excellent long-term service, being there over time as life changes for our clients and their companies.
Please see our website at:
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Our services

Cornwall Finance & Investment Services are proud of our customer service; our strength is in understanding what our clients want and providing appropriate solutions.
Our client testimonials value our personal approach and impartial advice.
We look after our clients through ongoing and regular service reviews with a dedicated adviser.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Harlyn House, Bonython Road, Lustyglaze, Newquay Cornwall, Cornwall, TR7 3AW

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