Best Financial Advisors in Penzance

“Excellent service, really helped me out. Highly recommend them.”

“Are they licensed to practice? With a qualification, there comes a requirement to be licensed to practice and that license is awarded annually by the governing body of the qualification. In order to gain a license an accountant needs to have studied ...”

“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. ...”

“Customer satisfaction is one thing, but how often can you describe your experience of a product or service as being positively life-changing? As my wife and I can testify, this will be the effect if you take advice from Jeremy Squibb of Serenity Fina...”

“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. ...”

“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...”

“The whole team at Hive Business have been a pleasure to work with. They have been extremely supportive in helping me to take my business in the direction I want it to go in. They are genuinely interested in me and my business. Every single member o...”

“Ryan has been our mortgage advisor for nearly 8 years now. Whenever we have a mortgage related query we always head to Ryan for clear, pragmatic advice. Highly recommend.”

“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...”

“I truly have a lot to say about this company but I will cut the whole story short. Thank you Braemuir Corporate for helping me repay my $50,000 debt. Am dept free because of you guys. Thank you. Best thing to happen to me.”

“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.”

“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”

“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 ...”

“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...”

“Just to say we have just had a consultation meeting with Jeremy Martin and not only has his advice been well researched, up to date and dare I say "on the money". The meeting was business like and at the same time a real pleasure. We wish him and you...”

“Very helpful and friendly”