W T Independent Financial Planning

Independent Financial Adviser  5 St Anthony way, Falmouth, Cornwall, 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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Large business
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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
10/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MRS Sarah williams DipPFS CeMAP CertPFS
IFA
What our clients say
Sarah Williams has been my personal financial advisor for many years and has helped guide me through many ups and downs during that period. She is very professional and knowledgeable and has that magic touch of getting to know her clients on a personal level so her advice is tailor made.  I would recommend Sarah to anyone needing financial advice. Mr H - West Cornwall
Mr H, West Cornwall
Sarah has been acting as our IFA for a good number of years and we have been very pleased with what she has delivered. I have used at least 3 IFA’s before Sarah and what is striking, for me, is the way Sarah insists on looking the whole context within which she gives advice. Not all do. I very rarely recommend anyone or any service, I am very happy to recommend Sarah to anyone looking for an Independent Financial Advisor. Mr and Mrs W - Bude
Mr and Mrs W, Bude
Sarah has proved a great choice as our financial advisor. She quickly established a highly professional relationship with us, delivering an excellent level of service with accuracy, efficiency and care. Sarah is attentive to our needs and always offers a well rounded picture on which we can then base our financial decisions. We highly recommend her and look forward to continued success together.
Ms R, St Agnes
Sarah Williams has been of great help, guiding us through our investment planning when we decided to take early retirement. Recently when there was a downturn in the market due to Covid 19, we had several phone calls to inform us of the situation even when we were stranded abroad unable to fly home. Mr and Mrs H - Truro
Mr and Mrs H, Truro
The service provided by Sarah Williams is simply first class. Many elements make up her level of service, extremely professional we have total confidence in Sarah, she is always available, ready to action any requests or questions we may have. Her knowledge of financial investment business is exceptional taxation matters included. Regular personal meetings and phone calls show the commitment Sarah has for her clients.  We have no hesitation in recommending Sarah Williams to anyone looking for truly personalised financial advice. Mr and Mrs T - Penzance
Mr and Mrs T, Penzance
Sarah has a gift for communicating complex subjects in a clear and comprehensible way. She is very thorough and we have every confidence that we have been given the best advice on planning for our retirement.
Mr S, Falmouth
Sarah Williams has been my financial advisor for a number of years.  Sarah always provides sound, well researched advice, her experience is second to none. I have great confidence with the service provided, this has come into its own during the Covid 19 pandemic.  Sarah was in touch before lockdown with reassurance and on hand by phone or e mail if  I had any concerns or questions, she also kept me updated during this uncertain time on a regular basis.  I would highly recommend Sarah to anyone who needs financial advice or long term planning for their investments.
Mrs B, Falmouth
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, Cornwall, TR11 4EG
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    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
10/10
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FCA authorised
Last authorised 14th June 2021

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