3 Best Financial Services in Cornwall, UK

Expert-recommended Top 3 Financial Services in Cornwall, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Horizon Independent Financial Planning
3+ YEARS IN TBR
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HORIZON INDEPENDENT FINANCIAL PLANNING

18 Castle Street, Truro, Cornwall TR1 3AF , UK Directions

Since 2012

Speciality:

Savings and Investing Pension and Retirement Planning Annuities Flexible Drawdown Personal Pension Plan (PPPs) Group Personal Pension Plan (GPPPs) Executive Pension Planning Stakeholder Pension Self Invested Personal Pension (SIPP) Employers Schemes (Occupational Pensions) Discretionary Portfolio Management Bespoke Investment Advice Inheritance Tax Planning Individual and Business Protection Horizon Mortgage Solutions

Horizon Independent Financial Planning proudly offers a bespoke, truly independent, whole-of-market service. Their advice will be tailored to best suit your financial planning needs, and they will take their time to fully understand your objectives to create a plan to enhance your financial future. They are qualified, knowledgeable, independent financial advisers who give impartial and unbiased advice based on years of experience in the finance sector. They will take the time to get to know you and build an open and honest working relationship where you can freely discuss your finances and what you want to achieve. As an independent financial advice practice, the Horizon team offers impartial and professional advice on all areas of financial planning. You can contact them today to arrange a free, no-obligation consultation.

2025 Update: They also offer evening and weekend appointments upon request. They deliver friendly, jargon-free financial advice with ongoing support.

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Registration 09348547

Contact:

01872 553086 07841 648 628

Mon-Fri: 8am - 8pm
Sat: 9am - 6pm
Sun: 10am - 4pm

TBR® Inspection Report:

Liam Thomas Independent Financial Adviser IFA - Trusted Financial Advice
Liam Thomas Independent Financial Adviser IFA - Trusted Financial Advice
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LIAM THOMAS INDEPENDENT FINANCIAL ADVISER IFA

TRUSTED FINANCIAL ADVICE, A, Barth Farm, Lower Condurrow, Camborne, Cornwall TR14 9AP, UK Directions

Since 2012

Speciality:

Investment Advice Guide to ESG Investing Pensions and Retirement Planning Estate Planning and Wealth Preservation Equity Release and Lifetime Mortgages Life Insurance Income Protection Insurance Critical Illness Insurance Private Medical Insurance Risk Reality Calculator Business Advice Workplace Pensions and Auto-Enrolment Directors Pensions Partnership Shareholder and Key Person Protection Employee Benefits Mortgage Advice First Time Buyers Remortgaging Moving Home Buy to Let Mortgages

Liam Thomas is an independent financial adviser who offers a wide selection of financial, mortgage, and protection advice in and around Camborne, Redruth, Truro, and the surrounding areas of Cornwall. With expertise in residential mortgage matters and pensions, and investments, he can guide you in finding the right service for your needs. Liam is well-regarded for providing trusted financial advice in a clear and easily understood way. He helps his clients by removing the stress, confusion, and worry of complex financial decisions. With over 12 years of experience in the financial services sector, he has a deep knowledge of mortgages and the Cornish property market, ideally positioning him to secure the best products for your needs. His passionate approach to advice and excellent customer service ensure you receive the support and expertise needed for your financial decisions.

2025 Update: Liam also offers telephone-based advice, enabling him to cover the whole of the UK. You can arrange for Liam to visit your home, at your place of business, or another location.

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Contact:

7783 604037

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Octo Financial Planning
Octo Financial Planning
Octo Financial Planning
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OCTO FINANCIAL PLANNING

Unit 2, Tregoniggie Industrial Estate,, Bickland Water Road Falmouth, Cornwall TR11 4SN, UK Directions

Speciality:

Pensions and Retirement Planning Protection Insurance Pensions Transfer Mortgage Advice Equity Release Private Medical Insurance Investments Estate Planning and Intergenerational Wealth Transfer

2025 Update: Octo Financial Planning is a UK advisory business devoted to helping individuals and business clients with their financial planning needs, with advisors nationwide delivering bespoke face-to-face client service. David Medland is a Chartered Financial Planner who has worked in financial services for many years and has been a financial advisor for over 15 years now. He is more than happy to travel to meet clients face to face or to offer a video call service. They have access to market-leading financial providers to provide tailor-made solutions with competitive pricing. Octo Financial Planning also offers a free initial consultation.

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Contact:

07557 645966

Mon-Thu: 9am - 5pm
Fri: 9am - 2pm
Sat & Sun: Closed

TBR® Inspection Report:

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