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

Oculus Wealth Management - Stephen Pountney

Carn brea
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.

Clients
helped

227

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Meet the team

S

Start enquiry

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Initial consultation free
FCA verified
Independent
Humboldt Financial

Penryn
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Clients
helped

1822

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

+1

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Intelligent Pensions

Penryn
We work with clients from their 40s into retirement. Our team of independent, experienced and highly rated advisers will help you achieve the retirement you always hoped for.

Clients
helped

51

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

View profile

Initial consultation free
FCA verified
Independent

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AHR Private Clients

Lanner
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.

Clients
helped

292

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

L

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Oculus Wealth Management - Stephen Pountney

Falmouth
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.

Clients
helped

227

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

S

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Gresham Wealth Management Ltd

Penryn
Committed to providing a high standard of service to enhance the customer experience and reputation of the sector.

Clients
helped

16

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

L
S

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Oculus Wealth Management - Stephen Pountney

Redruth
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.

Clients
helped

227

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

S

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
Hine Downing Financial Services

Falmouth
As a business our principle aim is to protect, maintain or improve our clients' financial wellbeing in an ever-changing world.

Clients
helped

< 10

Minimum
wealth

£0+

Can help with
Pensions & retirement

Meet the team

R
R
K
S
T

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
W T Independent Financial Planning

Redruth
As an Independent Financial Adviser, Sarah brings a wealth of experience and knowledge placing clients interest first, which provides great satisfaction in achieving client’s immediate and longer term goals.

Clients
helped

27

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

View profile

Initial consultation free
FCA verified
Independent
AHR Private Clients

Perranarworthal
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.

Clients
helped

292

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

L

Start enquiry

View profile

Initial consultation free
FCA verified
Independent

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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.