Our clients are individuals; we know that the only way we can advise you is by getting to know you. This is the key to our success as professional financial advisers in Cornwall and beyond. Our advice is built around your unique circumstances and goals. Cornwall Finance and Investment Services specialise in making sure that our clients have a clear financial plan in order to achieve their personal financial goals.
We then research the entire UK financial services market to find the best value for money products. While we are financial advisers in Cornwall, we serve clients throughout the UK, at their homes or a convenient location of their choosing and are always available at the end of the phone to ensure a hassle-free service. We are fully qualified Independent Financial Advisers, (IFA), not tied to any bank, building society or insurance company.
We are regulated and authorised by the Financial Conduct Authority (FCA) to provide financial advice to clients throughout the UK Fully qualified Independent Financial Advisers, (IFA), not tied to any bank, building society, or insurance company, or investment house.
We then research the entire UK financial services market to find the best value for money products. While we are financial advisers in Cornwall, we serve clients throughout the UK, at their homes or a convenient location of their choosing and are always available at the end of the phone to ensure a hassle-free service. We are fully qualified Independent Financial Advisers, (IFA), not tied to any bank, building society or insurance company.
We are regulated and authorised by the Financial Conduct Authority (FCA) to provide financial advice to clients throughout the UK Fully qualified Independent Financial Advisers, (IFA), not tied to any bank, building society, or insurance company, or investment house.
Services
I have built my business by providing excellent long-term service, being there over time as life changes for my clients and their companies.
I create and manage portfolios that match individual circumstances and objectives.
Mark is a Corporate and Personal specialist IFA.
Qualified to provide advice in the areas of Personal and Corporate Financial Planning, Financial Protection, Retirement Planning, Investments, Tax and Estate Planning.
Mark is a founding committee member and former Chairman of the Cornwall & Plymouth Personal Finance Society, who are part of the Chartered Insurance Institute (CII).
I create and manage portfolios that match individual circumstances and objectives.
Mark is a Corporate and Personal specialist IFA.
Qualified to provide advice in the areas of Personal and Corporate Financial Planning, Financial Protection, Retirement Planning, Investments, Tax and Estate Planning.
Mark is a founding committee member and former Chairman of the Cornwall & Plymouth Personal Finance Society, who are part of the Chartered Insurance Institute (CII).
Do you have an Interest Only Mortgage coming to an end and have no means of repayment?
Do you want to retire, but your lack of pension savings mean that you have to keep working?
Do you love your home but need to make changes to keep living in it?
Has the bank of Mum and Dad received a withdrawal request?
Annuity rates are at record low levels.
This means that it is more crucial than ever that at retirement you consider all the options for securing an income with your retirement savings.
We help you by: Understanding all the income options available and help you source the greatest possible income thus enabling you to enjoy the enhanced flexibility that pensions now offer.
Do you want to retire, but your lack of pension savings mean that you have to keep working?
Do you love your home but need to make changes to keep living in it?
Has the bank of Mum and Dad received a withdrawal request?
Annuity rates are at record low levels.
This means that it is more crucial than ever that at retirement you consider all the options for securing an income with your retirement savings.
We help you by: Understanding all the income options available and help you source the greatest possible income thus enabling you to enjoy the enhanced flexibility that pensions now offer.
You are the most important part of our business.
You are at the centre of all of our advice and for this reason our advising process starts and ends with your opinion.
Only through understanding your aims and priorities in life can we offer the most suitable advice; whether it's a desire for financial security, wanting to retire comfortably, or just making the most of your savings.
Contact us - by email or phone, we can take some details and arrange a time to meet or chat.
By the end of the initial meeting you will have decided whether you would like to proceed to the next stage.
You are at the centre of all of our advice and for this reason our advising process starts and ends with your opinion.
Only through understanding your aims and priorities in life can we offer the most suitable advice; whether it's a desire for financial security, wanting to retire comfortably, or just making the most of your savings.
Contact us - by email or phone, we can take some details and arrange a time to meet or chat.
By the end of the initial meeting you will have decided whether you would like to proceed to the next stage.
We have been helped with financial matters over the last 12-15 years by Mark, he has helped with my personal pension and has given options and guidance on what can be a difficult and confusing matter, he has taken the time to show us and explain what can happen in the future to pension plans and the way they develop.
I know that if I have a problem elsewhere in the financial minefield that is life, Mark will be either at the end of the phone or sat opposite us helping.
What I personally like about Mark is he has shown over a numbers of years that he never forgets us he keeps in contact and with the yearly statement I know that he is constantly looking at other ways he might be helpful to us.
I know that if I have a problem elsewhere in the financial minefield that is life, Mark will be either at the end of the phone or sat opposite us helping.
What I personally like about Mark is he has shown over a numbers of years that he never forgets us he keeps in contact and with the yearly statement I know that he is constantly looking at other ways he might be helpful to us.
We may contact you by telephone, email, fax or letter for this purpose.
If you prefer not to receive these communications from us in the future you can advise us at any time by notifying us using the 'Contact Us' section of this website.
Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law.
Please note information on this site should not be viewed as a personal recommendation or solicitation to deal.
If you prefer not to receive these communications from us in the future you can advise us at any time by notifying us using the 'Contact Us' section of this website.
Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law.
Please note information on this site should not be viewed as a personal recommendation or solicitation to deal.
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