5 St Anthony way, Falmouth, Cornwall, TR11 4EGMake an enquiry
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
Research and analysis
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.
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.
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