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The Financial Advice Centre

“At FAC Group we believe in relationship advice. Knowing you, your family and your aspirations enable our independent financial advisers to deliver the quality of service you deserve.”

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Face 2 Face Financial Services South West

(3)

“Andy takes the stress away from you from start to finish. He's professional, knowledgable, friendly and super quick with getting everything sorted for you. Can't recommend highly enough.”

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Rawlings & Co.

Management Accounts, Statutory Accounts, Making Tax Digital

“Are you happy with your accountancy services? In other words, is your accountant indispensable for your business? Do they understand and proactively support you in reaching your business goals? Or do they just deliver your accounts at year-end for yo...”

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Demelza Lifestyle Financial Planners

“We specialise in helping individuals and families across Cornwall protect their assets with wills, trusts and inheritance tax planning, and wealth and pension management services.”

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Carey Financial Management

“St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set...”

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Strategy Wealth

(8)

Financial Advisor

“David Ellicott has been the financial advisor for my wife and I for many years now. I am very pleased with all the advice that he gives us, and would be happy to recommend David to anyone looking for a financial advisor.”

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Watson French

(2)

Wealth Management, Chartered Financial Planning, Investment Management

“Chris at Watson French has been helping me with my investment needs in the UK for about 6 years now, and I have been very impressed with his excellent customer service. He really goes out of his way to make sure I have all the information I need each...”

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Mortgage Advice Center

(50)

Knowledge
Phone
First Time Buyer

“Fantastic service, would highly recommend Ryan and his team. This was our first time buying a house and they made the process easy to understand, smooth and were always there to answer our (many!) questions. Thank you!”

Featured

Free Re- Mortgage Advice: In the current market - pre planning and getting the correct advice is more important than ever. We offer a free whole of market mortgage review to ensure you get teh best deal and the best price. Our highly experienced Mortgage brokers will ensure that you obtain the best deal and can also change the deals moving forward if better rates become available. You will have a dedicated qualified and experienced mortgage broker/ advisor who will be able to answer any questions and will create a strategy to help you obtain the best rates now and in the future. Our mortgage advisers can provide advice from our office in Truro , over the phone or over the internet. If your current mortgage deal is coming to an end in the next 7 months then please get in contact and speak to our friendly staff.

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Horizon Independent Financial Planning

(50)

Inheritance Tax Planning, Horizon Mortgage Solutions, Individual & Business Protection

“I have used Horizon Independent Financial services several times now and have always found them to provide excellent advice and are very efficient in their work. Will definitely be using again in the future and would recommend their services to other...”

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Premier Financial Planning

(32)

Pension Options, Investments, Retirement Options

“Simon has given me honest advice from the outset, ensuring that all the bumps in the road, created by my less than perfect financial history, have been ironed out. The result is that I have been offered a low rate mortgage fixed for 5 years which I'm...”

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Paddle & Cocks

(23)

Disability Discrimination, International Services, Pricing For Employment Tribunal Claims

“5 star!!!!! Verona is fantastic and really dedicated herself to the local business community Would highly recommend this firm of solicitors We have used them for two separate matters, and will not hesitate in using them again in the future.”

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Tracy Wood Independent Financial Adviser

(12)

Corporate, Private, Professional

“Tracy was excellent. She arranged a great mortgage for us, was very professional and efficient. Nothing was too much trouble, so glad we found Tracy. We would not hesitate to use her services again in the future.”

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Jessica Chantler Quilter Financial Advisers

(6)

“I can't recommend Jess enough! As someone that finds even the thought of financial planning stressful Jess put me at ease and explained everything clearly and calmly. I wouldn't hesitate to use her services again in the future.”

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Coast to Coast Financial Planning Services Limited

(1)

Long Term Care Planning, Retirement Planning, Equity Release

“Andrew was very patient with me when deciding on a mortage product and explained all the steps very clearly and spent time researching the options that would suit my circumstances . highly recommended - no pressure or hard sell tactics”

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Bishop Peter A Mortgage Services

(1)

“I've have used Peter A Bishop Mortgages (Tristan) for many years and I can highly recommend. We save significant amounts of money each time and the process is always smooth.”

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Starr Financial Planning

(1)

Insurance, Life Assurance, Equity Release

“Welcome Adam to our network of small businesses both here at Richmond House and in Old Bakery Studios. We are very pleased you've joined us.”

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Lawson Financial Management

(11)

Insurance & Protection, Pensions, Inheritance & Estate Affairs

“Matthew Lawson very helpful, curtious and friendly giving us expert advice on future Family Finances we appreciate his guidance on future investments all done in a very professional manner. Thankyou. Kind Regards, Peter & Maggie Baulch.”

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Worldwide Financial Planning

(2)

“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 ...”

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The Financial Advice Centre

(1)

“Cost not lots”

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Lime Tree Financial Planning

“Lime Tree Financial Planning is a trading style of Clarity Wealth Management LLP who is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales as a Limited Liability Partnership No OC371189. Registered Office: Cl...”

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Anderson Lloyd

(1)

Life and Critical Illness Protection, Pensions, Savings and Investments

“Ryan Poon went above and beyond to help us with our mortgage - highly recommended!”

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Financial Planning Concepts

(1)

Retiree Service, Business Owners Service, Executives and Professionals Service

“Excellent financial advice, highly recommended.”

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Amanda Hewitt Financial Planning

(2)

“I have Amanda help me with a few different things over the last few years and everytime she has not only been incredibly efficient but also prompt, friendly and has explained everything so clearly - and with me not being overly savvy with anything fi...”

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Copper Rock Financial Planning

(2)

“Brilliant service. Couldn't do enough for me. Made everything really simple too. I've ended up referring several family and friends who are also delighted. Thanks Scott, Carla and team!!”

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Average Cost	£3471
Minimum cost	£1158
Maximum cost	£9834
Avg Per Hour Rates	£349

Best Financial Advisors in Bodmin

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the Bodmin area.

The Financial Advice Centre

Face 2 Face Financial Services South West

Rawlings & Co.

Demelza Lifestyle Financial Planners

Carey Financial Management

Strategy Wealth

Watson French

Mortgage Advice Center

Horizon Independent Financial Planning

Premier Financial Planning

Paddle & Cocks

Tracy Wood Independent Financial Adviser

Jessica Chantler Quilter Financial Advisers

Coast to Coast Financial Planning Services Limited

Bishop Peter A Mortgage Services

Starr Financial Planning

Lawson Financial Management

Worldwide Financial Planning

The Financial Advice Centre

Lime Tree Financial Planning

Anderson Lloyd

Financial Planning Concepts

Amanda Hewitt Financial Planning

Copper Rock Financial Planning

Retirement Planning and Investment Management Services in Bodmin Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bodmin

Popular in Bodmin