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Jacksons - Meaningful Financial Planning
“Pete's YouTube videos are extremely informative and well made. I used them whilst training to become an IFA myself.”
Best Financial Advisors in Penzance
The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Penzance area.
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The Accounting Equation
“We have used The Accounting Equation for years. Everyone we have dealt with is friendly and efficient. We wouldn't use anyone else!”
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Kliskey Independent Financial Services
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Method Financial Planning
- Knowledge
- Future
- Pensions
“Martin has helped me plan for my future, and create good investments both long and short term to generate a nice income. He has also helped me get the right insurance cover to maintain a good income should I be unable to work.
I have a good lump sum...”
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Atkins Ferrie Wealth Management
Investments, Pensions, Mortgages & Equity Release
“Very professional and immensely helpful meeting with James Currie at the Helston Offices yesterday.
Would recommend without hesitation. BM”
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Duchy Navigator Financial Services
“Our new site is evolving and over the weeks ahead we'll be making more information on our services available on line. So if you want more information in the interim please don't be afraid to ask. We'd love to help you plan your financial future – whe...”
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Evans Falco
“As one of only a small handful of firms in the County to have been awarded Chartered status by the Chartered Insurance Institute, we're proud to be at the forefront of our profession. It's an affirmation of the values we live and work by… honesty, in...”
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Lowen Financial Planning
- Mortgage
- Knowledge
- Advice
“After a few let downs from a previous advisor, I had lost hope of ever being able to get a mortgage and then a friend had recommended Lowen Financial Planning and I can say I was NOT disappointed. I cannot recommend Andrew enough, from start to finis...”
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Mortgage Advice Center
- Professional
- Communication
- House
“Great service in finding the right deal on a remortgage just in time to beat the interest rate rises that will give comfort and security for the next few years. Huge thanks to Ryan and Sarah”
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Horizon Independent Financial Planning
Savings & Investing, Inheritance Tax Planning, Pensions & Retirement
“Working with Darren has been really easy. He's advised throughout the process and explained things very clearly to me throughout. Would happily recommend him and will look to work with him again in the future should I need to.”
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Paddle & Cocks
International Services, Corporate Law, Business Services
“Excellent service, through lockdown, they were easy to communicate with, and delivered with no chasing. How refreshing! Positive Responsiveness, Quality, Professionalism, Value”
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Newquay Mortgage & Pensions
Mortgages, Investments, Pensions
“I couldn't recommend these guys enough. I've been using them for nearly 15 years and they have been professional, understanding and helpful from day one.”
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Hive Business
- Team
- Accountant
- Dental
“We have worked with Ross and Dan at Hive for almost 3 years now! They have been fantastic in advising how to scale the business. We would definitely recommend them if you are looking to take the next step with your dental business!”
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Tracy Wood Independent Financial Adviser
Private, Corporate, Professional
“Recently I remortgaged and Tracy brokered the transactions for me. I am someone who really struggles to get organised as well as having some issues around debt and being unsure what I was able to achieve through re-mortgage.
Tracy was incredibly p...”
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Jessica Chantler Quilter Financial Advisers
- Pension
- Knowledge
“Jess was amazingly helpful in sorting out my pensions. She streamlined the pension planning I already had and helped me come up with a solid plan of how to achieve my goal of retiring early.
I felt conscious approaching a Financial Adviser as I th...”
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Watson French
Chartered Financial Planning, Wealth Management, 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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Coast to Coast Financial Planning Services Limited
Retirement Planning, Long Term Care 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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My Bailiff Advice
- Bailiffs
- Spoke
- Debt
“Fantastic organisation. Knowledgeable and professional. If you're having bailiff problems, call these guys immediately. When you feel trapped and helpless they will put you back on track, and put you on a path to get out of what may seem an impossibl...”
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Starr Financial Planning
Wealth Management, Life Assurance, Mortgages
“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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Worldwide Financial Planning
“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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Dean Stevens Wealth Management
- Pensions
- Advice
- Income Protection
“I am delighted to have Kevin Read as our Financial Planner. He is professional, knowledgeable and responsive and tailors his considerable experience and advice to suit our needs. With Kevin we know we will always have a sustainable solution and we f...”
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Financialadvice.net Newquay
“This is the best advice told in plain English with a service to match. A real five star service!”
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Themis Wealth Management
Lifestyle Financial Planning, Savings and Investment Management, Retirement 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...”
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Brooks Financial Planning Limited
- Investments
- Team
“Both my husband and I have been in regular contact with, and indeed entrusting Peter, Adam and all the team at Brooks Financial Planning for many years with our various investments.
We have complete faith in them both as a Company and as a team. ...”
Retirement Planning and Investment Management Services in Penzance Cost Estimates
Minimum cost
£1178
Maximum cost
£10006
National Average
£3532
Avg Per Hour Rates
£355
£2355
£6475
Fair price range is based on
400 cost profiles
Why these companies made our list
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