Towan IFA Ltd

Independent Financial Adviser  7 Jubilee Street, Newquay, Cornwall, TR7 1LA
First meeting at adviser's own cost
As an Independent Financial Adviser I am passionate about building long term relationships and working closely with my clients to provide bespoke financial planning solutions tailored to individual needs. With the support of the Vision Independent Financial Planning network I offer a truly ‘whole of market’ approach which enables me to provide the best possible financial advice to my clients and their families. I like to take time to fully understand my client’s needs and requirements and find ongoing solutions that can help them achieve their lifetime goals.
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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Mortgage protection
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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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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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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 life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Will Clarke
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

About us

Working from my base in Newquay I can meet you at your home anywhere across the UK.

Online and webcam meeting facilities are also available.

(Due to COVID 19 and the social distancing measures currently in place, the online meeting facility is proving very beneficial to clients who need help with their financial planning needs)

Our services

I am able to advise in all areas of Financial Planning and specialise in;

-Investments and Wealth Management
-Estate Planning and Inheritance Tax mitigation
-Retirement Planning and Pensions
-Protection Planning for you and your family.

Where to find us
Head office address: 7 Jubilee Street, Newquay, Cornwall, TR7 1LA
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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
Compliance

Towan IFA Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395 This can be verified by visiting the Financial Services Register. The FCA does not regulate Inheritance Tax Planning.

Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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