Cornwall Finance & Investment Services

Independent Financial Adviser  Harlyn House, Newquay Cornwall, TR7 3AW
First meeting at adviser's own cost
CF&IS ltd can help you, create, increase and preserve your wealth and help potentially save you tax . Old style service, coupled with latest best practice and technology. 4 years awarded Vouched For / Sunday Times Top 1000 UK IFAS
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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Critical illness
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Income protection insurance
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Life 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
Response rating
7.0/10
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FCA authorised
Last authorised 23rd May 2022
Meet our advisers
MR Jonathon Ridgment Dip PFS
Principal

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr James Wiiliamson DipPFS

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
ISO 22222- Personal Financial Planning
About us

Cornwall Finance & Investment Services Ltd are Independent Financial Advisers based in Cornwall. Our business is built on excellent long-term service, being there over time as life changes for our clients and their companies.
Our team of expert Advisors and support staff are here to help you.
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 see <url hidden>
We can help you with

Investment Planning, Retirement Planning Home Purchase Mortgage and or Personal Financial Protection, Home Equity Release Advice with Financial Services.

Our clients financial planning objectives are achieved through ongoing and regular service schedules.

Where to find us
Head office address: Harlyn House, Bonython Road, Lustyglaze, Newquay Cornwall, TR7 3AW
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

We are part of the largest groups of IFAs in the UK, Simply Biz, who help us ensure we are in sync with the FCA guides to best practice.

Response rating
7.0/10
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FCA authorised
Last authorised 23rd May 2022

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