3 Best Financial Services in Cornwall

Expert-recommended Top 3 Financial Services in Cornwall, UK. All selected financial services undergo rigorous 50-Point Inspection, assessing reviews, reputation, history, price, proximity, and more to ensure excellence. No Pay-to-Play!

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HORIZON INDEPENDENT FINANCIAL PLANNING

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

Since 2012

Savings and Investing Pension and Retirement Planning Annuities Self Invested Personal Pension Employers Schemes Flexible Drawdown Group Personal Pension Plan Stakeholder Pension Inheritance Tax Planning Individual & Business Protection

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. Contact them today to arrange a free, no-obligation consultation.

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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:

Cornwall financial services Liam Thomas Independent Financial Adviser IFA - Trusted Financial Advice image 1
Cornwall financial services Liam Thomas Independent Financial Adviser IFA - Trusted Financial Advice image 2
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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

Savings and Investment Advice Retirement and Financial Planning Pension Planning Mortgage Advice Financial Protection & Corporate Risk Management.

Liam Thomas Independent Financial 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.

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Contact:

7783 604037

Open 24 Hours

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KARREK CHARTERED FINANCIAL PLANNERS

9 Hilgrove Road, Newquay, Cornwall TR7 2QY, UK Directions

Since 1999

Pension and Investment Advice General and Commercial Finance Critical Illness Income Protection Inheritance Tax Life Assurance Will Writing & Mortgage

Karrek Chartered Financial Planners provides a wide range of services to individuals and small and larger businesses. Andrew Turner is the Chartered Financial Planner and Pension Transfer Specialist of the firm. The Karrek Chartered Financial Planners team serves many clients locally in Cornwall and further afield throughout the UK. Their clients can access specialist advisors who help them fulfil and protect their needs and aspirations. They proudly offer a comprehensive range of financial planning solutions tailored to the individual needs of their clients. They advise individuals, small businesses, and larger corporate institutions on various financial planning services.

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Registration 05420119

Contact:

01637 853153

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

TBR® Inspection Report:

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