Top 10 Independent (IFAs) & Restricted Financial Advisers in Lostwithiel

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  • Flying Colours Advice

    St blaise
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18127
    £150k+
    Can help with
    Pensions & retirement

  • Westcountry IFP Limited

    Bodmin
    FCA verified
    I help my clients grow & protect their wealth, plan for retirement and structure their estates to effectively mitigate Inheritance Tax. My advice is carefully composed and bespoke. I put my clients at the centre of everything I do.
    94
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Bodmin
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    350
    £250k+
    Can help with
    Pensions & retirement
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  • Westcountry IFP Limited

    Carlyon
    FCA verified
    I help my clients grow & protect their wealth, plan for retirement and structure their estates to effectively mitigate Inheritance Tax. My advice is carefully composed and bespoke. I put my clients at the centre of everything I do.
    94
    £100k+
    Can help with
    Pensions & retirement

  • Finsbridge Financial Planning

    St austell
    FCA verified
    We are a Chartered Financial Planning firm, providing evidence based independent financial planning, mortgage, insurance and tax advice to private clients, trusts and small businesses. We have offices in London Kent, Surrey, Essex, Berks and Hants.
    485
    £50k+
    Can help with
    Pensions & retirement

  • Oculus Wealth Management - Stephen Pountney

    St austell
    FCA verified
    With a presence in Truro, we offer fully Independent Financial Advice for our client's across the region. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every & every client personal requirements.
    197
    £50k+
    Can help with
    Pensions & retirement

  • Towan IFA Ltd

    Wadebridge
    FCA verified
    I am passionate about building long term relationships with my clients to provide bespoke financial planning solutions. A truly ‘whole of market’ approach enables me to provide the best possible financial advice to my clients and their families.
    23
    £250k+
    Can help with
    Pensions & retirement

  • Continuum LLP

    Wadebridge
    FCA verified
    I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
    36
    £0+
    Can help with
    Pensions & retirement

  • Cornwall Finance & Investment Services

    Wadebridge
    FCA verified
    CF&IS ltd can help you, create, increase and preserve your wealth and help potentially save you tax. Old style service, coupled with latest best practice and technology. 4 years awarded Vouched For / Sunday Times Top 1000 UK IFAS
    93
    £50k+
    Can help with
    Pensions & retirement

  • Oculus Wealth Management - Stephen Pountney

    Wadebridge
    FCA verified
    With a presence in Truro, we offer fully Independent Financial Advice for our client's across the region. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every & every client personal requirements.
    197
    £50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.