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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)

“Very welcoming, Experienced and very professional. Dealt with company now for years top class service. Nothing with my dealings has every been a hassle for them to sort out. Very clear and precise.”

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Carey Financial Management

(1)

“Matt Carey has advised us for a few years now and has always explained everything patiently and clearly, checking that he understands out needs and wants before researching the markets to find a good solution to recommend to us.”

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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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Mortgage Advice Center

(50)

Knowledge
Phone
First Time Buyer

“Ryan is always extremely helpful and puts up with my myriad questions and inexperience. I have used Ryan for two remortgages and his knowledge is invaluable when looking to future finance and lending. Thank you Ryan”

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

“The only reason to give 5 stars is the fact that I am extremally satisfied with the greater customer service, information and help provided to me. They guided me clearly and in an honest way. They completed all process very quickly and saved my time....”

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Premier Financial Planning

(38)

Pension Options, Investments, Retirement Options

“I would really like to recommend Simon Muirhead with regards to the service he provided when i was moving my mortgage. Positive Responsiveness, Quality, Professionalism, Value”

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Paddle & Cocks

(23)

Disability Discrimination, International Services, Pricing For Employment Tribunal Claims

“Paddle and Cocks were recommended to us by colleague. Jess Cornish acted for us and she was excellent, clear communication, competent and professional, we will definitely be using her again in the future. Positive Responsiveness, Quality, Profession...”

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Strategy Wealth

(11)

Pension
Advice

“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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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. Positive Professionalism”

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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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Jessica Chantler Quilter Financial Advisers

(6)

Pension
Knowledge

“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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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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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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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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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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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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Walker Crips Investment Management

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Carlton Smith Private Wealth

(1)

“Nic and his team really do care about your future and what YOU want to achieve. I trust him massively.”

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Blacklersnelling Financial Planning

(1)

“We came to Blackler Snelling initially for mortgage advice and then for insurance thereafter. Our advisor Chanelle was patient with our silly questions, always available to answer questions, prompt with information and quotes and was all round lovely...”

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Julie Dawes Wealth Management

“Numerous surveys and research pieces have identified that financial education can contribute to the understanding of money and its value to children, instil financial confidence and control in teenagers and young adults and contribute to the overall ...”

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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

Carey Financial Management

Demelza Lifestyle Financial Planners

Mortgage Advice Center

Horizon Independent Financial Planning

Premier Financial Planning

Paddle & Cocks

Strategy Wealth

Tracy Wood Independent Financial Adviser

Watson French

Jessica Chantler Quilter Financial Advisers

Starr Financial Planning

Bishop Peter A Mortgage Services

Coast to Coast Financial Planning Services Limited

Lawson Financial Management

Worldwide Financial Planning

The Financial Advice Centre

Financial Planning Concepts

Amanda Hewitt Financial Planning

Walker Crips Investment Management

Carlton Smith Private Wealth

Blacklersnelling Financial Planning

Julie Dawes Wealth Management

Retirement Planning and Investment Management Services in Bodmin Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bodmin

Popular in Bodmin