Cornwall Finance & Investment Services

Independent Financial Adviser Harlyn House, Bonython Road, Lustyglaze, Newquay Cornwall, Cornwall, TR7 3AW
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th September 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Buy to let
    • Buying first home
    • Equity release
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Jonathon Ridgment Dip PFS
Where to find us

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

Make an enquiry
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:

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Authorised and Regulated by the Financial Conduct Authority 596144.

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We are here to help you in buying your first home to sorting out your Retirement & Investments needs.