View Profile

Lowen Financial Planning

(30)

Pension
Understanding
Family

“We cannot thank Andrew enough for making our dreams of buying our first home a reality. It had taken us a long time to get to the stage of buying and what we thought would of been a daunting process couldn't of been made more easy. Even after our app...”

i

View Profile

Vision Independent Financial Planning

(2)

Complaints, Vision Review, Literature & Insights

“The best place to go, locally or nationally, great business, staff, service, have passed their details to many others and all have been hugely appreciative so props to Vision keep it up!!”

i

View Profile

Dean Stevens Wealth Management

(4)

“I would highly recommend Dean Stevens and his fantastic team. They have always offered sound and impartial advice and I will continue to use them in the future.”

i

View Profile

Hine Downing Financial Services

Accreditations, Community Responsibility, The Hine Downingfs Team

“The company has a team of highly experienced independent financial advisers, providing a broad range of financial planning services, as well as professional guidance which will assist clients both now and at any time in the future to make important i...”

i

View Profile

Taylor Money

“After a 3 year hiatus we were delighted to once again host the Taylor Money Cinema Night on 1 March 2023 at The Poly in Falmouth. Clients, professionals and colleagues gathered in the Solskinn bar for a drinks and canapés reception, followed by a pri...”

i

View Profile

Hive Business

(12)

Accountant
Team

“Excellent service. Proactive, sound advice when selling my practice, which saved me many thousands of pounds in tax, and moving on with future endeavours. I have also consistently received personable, common sense advice from their consultancy wing....”

i

View Profile

Mortgage Advice Center

(30)

Remortgage
Meeting
Questions

“Ryan, has worked swiftly to find and secure a mortgage in challenging circumstances. Having the ability to go to the whole of the market means choice and choice is key to securing the best deal in the market. I'd happily work with Ryan again in the ...”

i

View Profile

Jessica Chantler Quilter Financial Advisers

(7)

Experience

“I can't thank you enough for your help with mum's pension woes. All of the information and next steps you provided and explained helped immensely. You are a wealth of knowledge and make such a confusing situation very clear. Thank you so much for you...”

i

View Profile

Braemuir Corporate Limited

(2)

Real Estate, Cryptocurrency Investments, Forex Trading

“BCL, keeps to there word, I trust these company already ,so accessible”

i

View Profile

Lawson Financial Management

(10)

Savings & Investments, Insurance & Protection, Inheritance & Estate Affairs

“Lawson Financial Management helped me firstly set up my retirement investment account and have assisted me with its management since 2014. At all times they have acted professionally on my behalf whilst explaining everything in language I could under...”

i

View Profile

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.”

i

View Profile

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”

i

View Profile

Worldwide Financial Planning

(2)

“Really friendly expert advice given”

i

View Profile

Brooks Financial Planning

“Paul Tonkin has been the most reliable, trustworthy, efficient and supportive financial adviser for whom I have a great regard. His advice is always comprehensive enabling me to make well-informed decisions. For many years he has guided me through fi...”

i

View Profile

Anderson Lloyd

(1)

Savings and Investments, Pensions, Life and Critical Illness Protection

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

i

View Profile

Atkins Ferrie Wealth Management

Protection, Estate Planning, Care Fees Planning

“Impartiality– We undertake to provide completely impartial advice unique to each of our clients. We will consider all options available to each individual and ensure that every recommendation is absolutely the best solution for the client concerned. ...”

i

View Profile

Atlantic Coast Associates

(1)

“Very helpful and friendly”

i

View Profile

The Financial Advice Centre

(1)

“Cost not lots”

i

View Profile

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...”

i

View Profile

Amanda Hewitt Financial Planning

(2)

“Amanda is brilliant at what she does, very patient, understanding and informative. Wouldn't use anyone else!”

i

View Profile

Copper Rock Financial Planning

(2)

“Highly recommended. Top service ... Top returns !”

i

View Profile

Kelsall Steele Investment Services

Corporate, Professional, Private

“Kelsall Steele Investment Services Ltd Registered in England and Wales No. 3393709 Registered Address: Woodlands Court, Truro Business Park, Truro, Cornwall TR4 9NH. Authorised and regulated by the Financial Conduct Authority. We are entered on the F...”

i

View Profile

Morlaix

Mortgage Referrals, Protection, Pensions

“Vision Independent Financial Planning Ltd Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. Registered in England & Wales No.6650476”

i

View Profile

Financial Planning Concepts

Retiree Service, Executives and Professionals Service, Business Owners Service

“Financial Planning Concepts Ltd (FPC) started operations in 2006 when Jerry Wellington, our registered adviser, recognised that many professionals, executives, business owners and entrepreneurs were seeking a new, more responsive type of financial pl...”

i

Average Cost	£3539
Minimum cost	£1181
Maximum cost	£10028
Avg Per Hour Rates	£356

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

Vision Independent Financial Planning

Dean Stevens Wealth Management

Hine Downing Financial Services

Taylor Money

Hive Business

Mortgage Advice Center

Jessica Chantler Quilter Financial Advisers

Braemuir Corporate Limited

Lawson Financial Management

Starr Financial Planning

Coast to Coast Financial Planning Services Limited

Worldwide Financial Planning

Brooks Financial Planning

Anderson Lloyd

Atkins Ferrie Wealth Management

Atlantic Coast Associates

The Financial Advice Centre

Blacklersnelling Financial Planning

Amanda Hewitt Financial Planning

Copper Rock Financial Planning

Kelsall Steele Investment Services

Morlaix

Financial Planning Concepts

Retirement Planning and Investment Management Services in Falmouth Cost Estimates

Why these companies made our list

Wealth Management Advisors near Falmouth

Popular in Falmouth