W T Independent Financial Planning
Initial consultation free
Independent
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
Clients
helped
helped
27
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MRS Sarah williams DipPFS CeMAP CertPFS
IFA
What our clients say
mh
Mr H
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
ma
Mr and Mrs W
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
Ms R
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.
ma
Mr and Mrs H
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
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.
Legal information
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