Best Financial Advisors in Falmouth

The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Falmouth area.

Lowen Financial Planning

Lowen Financial Planning

(50)
  • Questions
  • Interest Rate
  • Pension
“Andrew helped us get our mortgage and was full of great advice. Happy to answer any of our questions and quick with his responses. Would highly recommend.”
Free Initial Consultation
70 Kimberley Park Rd, Falmouth TR11 4SH
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Dean Stevens Wealth Management

Dean Stevens Wealth Management

(12)
  • Couple
  • Advice
  • Income Protection
“From someone who struggled with understanding what I should be doing with my pension, I was put at ease things were explained in layman's language, ring up and checked I understand and have helped out with other advice, Liz goes above and beyond so h...”
The Athenaeum, Kimberley Pl, Falmouth TR11 3QL
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Hine Downing Financial Services

Hine Downing Financial Services

Tax Planning, Trustee Investment, Mortgage & Equity Release
In Business Since 2011
9 Killigrew St, Falmouth TR11 3PG
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Taylor Money

Taylor Money

In Business Since 2011
Marina House, North Parade, Falmouth TR11 2TF
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Mortgage Advice Center

Mortgage Advice Center

(50)
  • Remortgage
  • Life Insurance Policy
  • Questions
“I can't recommend them enough, we had been promised a mortgage in principle with a leading bank that then fell through. We were close to losing our new home, Ryan and the team managed to sort us out with an excellent rate with a great provider. I ha...”
5+ Years Experience
Godolphin House, 7-8 Cathedral Ln, Truro TR1 2QS
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Horizon Independent Financial Planning

Horizon Independent Financial Planning

(50)
Individual & Business Protection, Horizon Mortgage Solutions, Inheritance Tax Planning
“As a regular customer of Horizon IFP I highly recommend them for any landlord looking to switch their BTL mortgage. A seamless transition from old to new always occurs.”
18 Castle St, Truro TR1 3AF
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Jessica Chantler Quilter Financial Advisers

Jessica Chantler Quilter Financial Advisers

(6)
  • Knowledge
  • Pension
“Cannot recommend Jessica enough, felt completely at ease throughout my experience with her. She helped me secure a life insurance policy that completely suited our family's needs. Jessica was very professional whilst maintaining a friendly and appro...”
In Business Since 1995
Tre-Ru House, The Leats, Truro TR1 3AG
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Watson French

Watson French

(2)
Wealth Management, Investment Management, Chartered Financial Planning
“In just a 50 minute conversation I have come away feeling empowered and in control of my finances. Colleen hugely demystified the financial world of pensions, ISAs and premium bonds, and I feel so much more confident to make decisions that work for m...”
74, 75 Lemon St, Truro TR1 2PN
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Bishop Peter A Mortgage Services

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.”
Family Business
Serving Falmouth Area
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Coast to Coast Financial Planning Services Limited

Coast to Coast Financial Planning Services Limited

(1)
Long Term Care Planning, Equity Release, Retirement Planning
“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”
9 Frances St, Truro TR1 3DN
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Starr Financial Planning

Starr Financial Planning

(1)
Retirement Planning, Equity Release, Insurance
“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.”
In Business Since 2012
Richmond House, 37 Edward St, Truro TR1 3AJ
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Lawson Financial Management

Lawson Financial Management

(11)
Savings & Investments, Inheritance & Estate Affairs, Insurance & Protection
“I have used Lawson Financial Management for a year now & found that the company is very professional, friendly & provides excellent advice & help. David explained financial issues in a way that I could understand them & has provided me with ongoing h...”
Family Business
Serving Falmouth Area
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Worldwide Financial Planning

Worldwide Financial Planning

(2)
“Really friendly expert advice given”
In Business Since 2004
Heron House, Newham Rd, Truro TR1 2DP
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The Financial Advice Centre

The Financial Advice Centre

(1)
“Cost not lots”
Serving Falmouth Area
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Atkins Ferrie Wealth Management

Atkins Ferrie Wealth Management

(1)
Protection, Estate Planning, Care Fees Planning
“Very professional and immensely helpful meeting with James Currie at the Helston Offices yesterday. Would recommend without hesitation. BM”
Transparent Fees & Pricing
Serving Falmouth Area
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Themis Wealth Management

Themis Wealth Management

(1)
Estate Planning, Risk Profiling and Management, Tax Planning
“A really helpful and understanding approach to Financial Management. Easy to talk to, very supportive, and it doesn't matter if you don't know know what you're talking about as Kate and the team really know their stuff. Felt more like a family catc...”
Transparent Fees & Pricing
In Business Since 2019
Serving Falmouth Area
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Brooks Financial Planning Limited

Brooks Financial Planning Limited

(8)
  • Team
  • Investments
“I highly recommend Sarah. She made everything easy! Sarah took the time to tailor her advice to my unique situation and goals. She was professional, responsive, and supportive throughout, providing me with a comprehensive pension strategy.”
Arghans House, Green Court, Truro Business Park, Threemilestone, Truro TR4 9LF
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Financial Planning Concepts

Financial Planning Concepts

(1)
Retiree Service, Executives and Professionals Service, Business Owners Service
“Excellent financial advice, highly recommended.”
4 Walsingham Pl, Truro TR1 2RP
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Atlantic Coast Associates

Atlantic Coast Associates

(1)
“Very helpful and friendly”
Serving Falmouth Area
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Amanda Hewitt Financial Planning

Amanda Hewitt Financial Planning

(2)
“Amanda is brilliant at what she does, very patient, understanding and informative. Wouldn't use anyone else!”
Mansion House, Princes St, Truro TR1 2RF
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Kelsall Steele Investment Services

Kelsall Steele Investment Services

Corporate, Professional, Private
Transparent Fees & Pricing
Woodlands Court, Truro Business Park, Threemilestone, Truro TR4 9NH
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Duchy Financial Planning

Duchy Financial Planning

Free Initial Consultation
Serving Falmouth Area
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Walker Crips Investment Management

Walker Crips Investment Management

Transparent Fees & Pricing
5 Walsingham Place, Truro TR1 2RP
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Blacklersnelling Financial Planning

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...”
Serving Falmouth Area
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Retirement Planning and Investment Management Services in Falmouth Cost Estimates

Minimum cost
£1181
Maximum cost
£10028
National Average
£3539
Avg Per Hour Rates
£356
£2360
£6489
Typical price range is based on 285 cost profiles
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Average Cost £3539
Minimum cost £1181
Maximum cost £10028
Avg Per Hour Rates £356

Typical range £2360 to £6489 is based on 285 cost profiles.

Why these companies made our list

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