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
Our objective is to deal with a manageable number of clients to enable us to have the time to forge a close ongoing relationship with our clients. We will work with you to achieve your chosen objectives. At a time when you don't feel you understand what your financial needs are, we recommend you speak to an experienced independent financial adviser
Elite Wealth Management is a firm of independent financial advisers specialising in providing advice on Personal and Corporate Pensions, Mortgages, Equity Release, Investments, Inheritance Tax planning, Corporate, Wealth and Personal Protection. Elite Wealth Management has been built based on honesty, reliability and an excellent service. Many of our
Keith Stockdale is the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management Ltd & Stockdale Accountants Ltd. and sole proprietor of Stockdale & Co. He is a Chartered Wealth Manager with the Securities Institute, holding certificates in Fund Management & Derivatives & also Fellow & Chartered Financial Adviser with the CII
David Lloyd Jones IFA Ltd. is an independent financial advice company specialising in savings, investment & pensions. With over 20 years of experience in giving personalised financial advice, we work on the basis that everybody has different financial requirements and as such only by speaking in person with our clients can we provide accurate and effective
We specialise in the provision of Independent Financial Advice and always aim to deliver a highly professional, personal service in a friendly, uncomplicated manner. In an industry often littered with technical jargon, sophisticated financial products and a myriad of tax and other legislation, we hope that you will view us as a breath of fresh air.
How would it feel to be completely sure of your financial situation? To know exactly what you want for your future, and that your pensions, investments and savings will provide a comfortable income in the most tax-efficient way possible? As independent financial advisors, we can make this happen for you. We take time to fully understand your circumstances
Creating Tax Savings, Protecting Families from Financial Difficulty, Retirement and Pension Planning, Wills and Estate Planning, Raising Finance via Mortgages and Wealth Management. Corporate Financial Planning for businesses. Creating Tax Savings, Protecting Families from Financial Difficulty, Retirement and Pension Planning, Wills and Estate Planning