W T Independent Financial Planning

Independent Financial Adviser  5 St Anthony way, Falmouth, TR11 4EG
First meeting at adviser's own cost
As an Independent Financial Adviser, Sarah brings a wealth of experience and knowledge placing clients interest first, which provides great satisfaction in achieving client’s immediate and longer term goals.
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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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life 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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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
MRS Sarah williams DipPFS CeMAP CertPFS
IFA
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 from the whole of the market, 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.

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

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
Head office address: 5 St Anthony way, Falmouth, TR11 4EG
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
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
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. The guidance and/or advice contained within 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. The future value of investments can fall as well as rise and future growth is not guaranteed. The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future.

Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022

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