Saulsbury Independent Financial Planning Ltd

Independent Financial Adviser  Unit 2C, Trevissome Park, Truro, Cornwall, TR4 8UN
First meeting at adviser's own cost
At Saulsbury Independent, we are committed to delivering better value and choice for our clients. For more than 10 years, James has been helping individuals, families and businesses reach their financial goals. For us, planning for the financial future is more than just looking at numbers; it’s the people and aspirations behind the figures that matter the most. Recognising that everyone’s personal situations are unique, we will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running and protecting a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way. Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning. We thrive on being able to translate the often complex nature of financial planning terminology into an easy to understand language for our clients.
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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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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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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Income protection insurance
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Life insurance
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Small business
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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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Corporate pension
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Group Pension/Stakeholder
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Group critical illness
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Group life insurance
Response rating
10/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
James Saulsbury
Ms Anna Bidmead
About us

We are located just off of the A30, close to the Chiverton Cross roundabout. There is ample parking outside of the office for our clients to use.

Our services

We have a long track record of making our clients feel valued and reassured that they are on course to meet their financial aims and objectives. We don't over complicate matters and ensure that our clients are able to use their wealth on the things that truly matter most to them.

Where to find us
Head office address: Unit 2C, Trevissome Park, Truro, Cornwall, TR4 8UN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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
Response rating
10/10
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FCA authorised
Last authorised 26th July 2021

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