W T Independent Financial Planning

Independent Financial Adviser 5 St Anthony way, Falmouth, Cornwall, TR11 4EG
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
9th September 2019
"Simply First Class” "Sarah Williams provides an excellent service, while being friendly and approachable"
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Sarah williams DipPFS CeMAP CertPFS
IFA
What our clients say
Sarah works hard on our behalf making contact by email at anti social times. Would trust her with my bottom dollar (almost!).
Mr & Mrs W, Salisbury
Sarah was very approachable and knowledgeable. She was clear and concise in listening to our thoughts, assessing our needs and devising an appropriate portfolio. We look forward to a long and successful relationship.
Mr & Mrs M, Camborne
Sarah Williams provides a first class service. We could not be happier with the insight and knowledge she brings to our investments.
Mr & Mrs P, Padstow
Sarah has taken care of our finances for over five years. We have been delighted with the performance of the investments she sourced for us and have found her advice to be well considered and sound. We have every faith in her ability and will continue to trust her with our finances. Thank you Sarah.
Dr R, South Devon
Where to find us

5 St Anthony way, Falmouth, Cornwall, TR11 4EG

Make an enquiry
About us

W.T. Independent Financial Planning Limited specialises in bespoke wealth management. We manage client’s financial affairs whilst building lasting long term relationships. Based in Cornwall, we provide bespoke financial solutions for clients throughout the South West.

We provide a truly independent and impartial financial planning service providing the best solutions to private & corporate clients along with trustees and charities.

We understand that no two clients are the same and that your needs will invariably change overtime as you move through different life stages. Our aim is to be with you and your family throughout this journey.

We offer the full range of financial services to our clients and their families.

As with any financial advice, the best quality solutions require an in depth understanding of your circumstances, objectives and aspirations. Only then can we make sure your goals are achieved in the most appropriate way.

Our approach is simple, to offer a comprehensive service through a robust and effective process:

Initial Free consultation
Gathering information
Research and analysis
Recommendations
Implementation
Ongoing regular reviews

We want to ensure that you do not miss out on valuable tax savings, nor risk losing returns on your investment by taking unnecessary risks.

Our services

We believe in listening and understanding every client, their individual circumstances, responsibilities and aspirations. This approach may take a little time but is essential to provide the bespoke advice you require.
Once we understand you and your requirements we provide comprehensive clear recommendations to address your needs. We work with you throughout the process which often involves working alongside other professionals. This ensures that the whole process is hassle free and achieves the desired outcome to address your overall financial needs. Our ongoing review process ensures we provide the most appropriate and tailored solutions for our clients.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

W T Independent Financial Planning Limited. Registered Office: The Old Carriage Works, Moresk Road, Truro, Cornwall, TR1 1DP. Registered in England & Wales No.7686335 / W T Independent Financial Planning Limited is an appointed representative of Vision Independent Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Number 487395. To verify their status please visit the FCA Register by clicking here. The guidance and/or advice contained within this website is subject to the UK Regulatory regime and is therefore targeted at customers in the UK. The Financial Conduct Authority does not regulate Inheritance Tax and Estate Planning, Wills, Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts and Mortgages. Your home is at risk if you do not keep up repayments on a mortgage or other debt secured on it.

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