Finance Planning Wealth Management

Restricted - Whole of Market  Wood Drive, St Mellion, Saltash, PL12 6UR
My aim is to understand your requirements and build long term relationships with you to help you reach your goals and objectives.
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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Pensions transfer
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SIPPs
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Stakeholder
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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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Commercial motor
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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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Large business
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Life insurance
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Payment protection 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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
Mr Stewart Hood
Financial Adviser
About us

I aim to build strong on-going relationships with my clients and to provide a range of services over a long period of time. I have a strong foundation in the financial services industry having spent 35 years working in the industry.

Our services

I am a Chartered Financial Planner who specialises in pension transfers. I listen to you and advise you on the best way forward for your situation whatever area of your finances you need help with. I have many many years of experience and this helps me to help you in the best possible way.

Where to find us
Head office address: Wood Drive, St Mellion, Saltash, PL12 6UR
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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