W T Independent Financial Planning

Independent Financial Adviser  5 St Anthony way, Truro, Cornwall, TR1 2HE
First meeting at adviser's own cost
"Simply First Class” "Sarah Williams provides an excellent service, while being friendly and approachable"
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 & 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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Unit trusts
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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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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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Sarah williams DipPFS CeMAP CertPFS
IFA
What our clients say
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
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 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 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
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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 15th January 2020

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