Quilter Financial Advisers - David Medland

Restricted - Whole of Market  3 Pit Meadow, Falmouth, Cornwall, TR11 4SF
First meeting at adviser's own cost
Financial planning expert qualified in Final Salary Pensions, Retirement planning and Investments. Trusted advice: it's all about your needs.
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 & retirement planning
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Pensions review
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Pensions transfer
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
David Medland APFS
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

Accreditations
Chartered Financial Planner
About us

At Quilter Financial Advisers we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future.

We are part of the Quilter Financial Planning Network who are owned by Quilter. Quilter is a leading provider of advice, investments and wealth management; managing over £100 billion of investments on behalf of 900,000 customers.

Our services

We provide personally tailored face-to-face financial advice in an open, honest and direct fashion. Our aim is to build long term working relationships with our clients based on mutual trust, respect and understanding. We put you and your best interests at the heart of everything we do - always.

We offer a no obligation initial consultation at our expense as an opportunity for us to identify your financial planning needs.

Where to find us
Head office address: 3 Pit Meadow, Falmouth, TR11 4SF
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Trusts and Estate planning are not regulated by the Financial Conduct Authority.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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