W T Independent Financial Planning
Initial consultation free
Independent
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.
We can advise you on
Clients
helped
27helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MRS Sarah williams DipPFS CeMAP CertPFS
IFA
What our clients say
mh
Mr H
Sarah Williams has been my personal financial advisor for many years and has helped guide me through many ups and downs during that period. She is very professional and knowledgeable and has that...
mr
Ms R
Sarah has proved a great choice as our financial advisor. She quickly established a highly professional relationship with us, delivering an excellent level of service with accuracy, efficiency and...
ma
Mr and Mrs T
The service provided by Sarah Williams is simply first class. Many elements make up her level of service, extremely professional we have total confidence in Sarah, she is always available, ready to...
ma
Mr and Mrs W
Sarah has been acting as our IFA for a good number of years and we have been very pleased with what she has delivered. I have used at least 3 IFA’s before Sarah and what is striking, for me, is the...
ma
Mr and Mrs H
Sarah Williams has been of great help, guiding us through our investment planning when we decided to take early retirement. Recently when there was a downturn in the market due to Covid 19, we had...
ms
Mr S
Sarah has a gift for communicating complex subjects in a clear and comprehensible way. She is very thorough and we have every confidence that we have been given the best advice on planning for our...
Compliance
W T Independent Financial Planning Limited. Registered Office: The Old Carriage Works, Moresk Road, Truro, Cornwall, TR1 1DP. Registered in England & Wales No.7686335 / W T Independent Financial Planning Limited is an appointed representative of Vision Independent Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Number 487395. To verify their status please visit the FCA Register. The guidance and/or advice contained within is subject to the UK Regulatory regime and is therefore targeted at customers in the UK. The Financial Conduct Authority does not regulate Inheritance Tax and Estate Planning, Wills, Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts and Mortgages. The future value of investments can fall as well as rise and future growth is not guaranteed. The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future.
Legal information
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