Horizon Independent Financial Planning prioritizes a holistic approach, placing client satisfaction at the core of its operations. As professional and independent financial advisors in Cornwall, they bring qualifications, knowledge, and independence to deliver impartial and unbiased advice, drawing on years of experience in the finance sector. The Horizon Independent Financial Planning team is committed to building an open and honest working relationship by thoroughly understanding clients' financial situations and aspirations. By doing so, they aim to help clients achieve the desired level of financial security, minimizing risks in fulfilling their objectives. The advice is customized to suit individual financial planning needs, and careful consideration is given to understanding clients' goals for creating a plan that enhances their financial future. Horizon Independent Financial Planning offers a service tailored to meet specific needs and objectives, ensuring a comprehensive understanding of clients' financial situations before providing advice. With numerous options available, the team works closely with clients to tailor solutions to their unique circumstances.
UNIQUE FACTS:
• Free No Obligation Consultation.
• Online Appointments.
• On-site Services.
• Significant Financial Services Experience.
• A Friendly And Approachable Service.
• A Jargon Free Service.
• Evening & Weekend Appointments, Available Upon Request.
3 Best Financial Services in Cornwall, UK
Expert recommended Top 3 Financial Services in Cornwall, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
HORIZON INDEPENDENT FINANCIAL PLANNING REVIEWS
Have dealt with Darren ever since we purchased our first house and would never go anywhere else. His knowledge on lenders is exceptional, and he is easy to deal with. I've recommended Darren to my friends and colleagues over the years, and he has always provided the same great service.
Darren was able to find us the best mortgage deal in a very tricky economic climate. He was there to answer any questions we had and got back to us really quickly. He made the mortgage renewal process very easy.
Darren has been very helpful and informative throughout. Nothing is too much trouble and help is always available which, as first time buyers, has been very reassuring! Would highly recommend!
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Worldwide Financial Planning Ltd. is the UK's foremost independent financial advisory firm, offering comprehensive guidance on all facets of financial planning through its independent financial advisers. They take pride in delivering professionalism, expertise, and transparent, competitive fees. With the capacity to address every aspect of clients' financial matters in-house, they operate as whole-of-market independent financial advisers, providing support across the spectrum of financial planning. The firm offers practical and innovative total wealth management solutions, integrating sound investment advice with effective tax structures and long-term succession planning. Their experts are well-versed in advising on various pensions and other instruments for long-term wealth planning. Upon contacting them, clients are assigned an independent financial adviser who works closely with them to determine how best to assist. In retirement planning, the firm examines efficient strategies to safeguard assets, enjoy retirement, and pass wealth on to future generations.
UNIQUE FACTS:
• Free Of Any Charge Or Obligation.
• Initial Consultation.
• Independent Financial Advisers.
• Deliver Strong Long-term Performance.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
WORLDWIDE FINANCIAL PLANNING LTD. REVIEWS
Cant say enough good things about this service. Needed a mortgage quite quickly due to circumstances. Richard Groves handled it all professionally and promptly and this included having to change my mortgage company half way through due to an issue with my solicitor. So worth it. Always helps if they're a nice guy, and he is. Thank you.
We are totally happy and satisfied with the services provided and all the support staff we have met/spoken with. Thank you very much for all your help, advice and support. It is such a relief to have found such a good team, who we can rely on and trust.
Trustworthy, knowledgeable, reliable, accessible, honest, excellent. Faultless. You can’t improve, and shouldn’t try! A huge thanks to you all.
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Karrek Financial Management Ltd delivers a thorough and customized financial planning service designed to meet the specific needs of both individual and corporate clients throughout Cornwall & the broader United Kingdom. Chartered Financial Planners Andrew Turner and Richard Olive lead the charge, committed to delivering ongoing support that evolves with clients' ambitions, needs, and circumstances. The cornerstone of their service is built on comprehensive financial planning and robust investment principles. They can tailor a financial strategy to specific needs by delving into clients' goals and objectives. The advisers at Karrek Chartered Financial Planners Limited take the time to understand clients' circumstances, identify their goals, and recommend suitable mortgage and protection arrangements. Clients can also conveniently seek online advice through platforms like Zoom calls.
UNIQUE FACTS:
• Fixed Fee Amount For Initial Or Ongoing Services.
• Standard Charging Structure.
• Comprehensive Financial Planning.
• Tailor A Financial Strategy.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
KARREK FINANCIAL MANAGEMENT LTD REVIEWS
Just to say we have just had a consultation meeting with Jeremy Martin and not only has his advice been well researched, up to date and dare I say "on the money". The meeting was business like and at the same time a real pleasure. We wish him and your company all the very best for the prosperous future you deserve. We will be recommending you to all our friends and colleagues with confidence.
When it comes to financial planning you can't afford to get it wrong. I was lucky and found Karrek Financial who are experts in their field. They have now given me the confidence and piece of mind that I doubt I would have got elsewhere. I would recommend them to anyone wanting to get their fiances in order.
Highly recommend all staff are very friendly helpful, never feel rushed and always good to deal with local companies.
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