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Address: 55 Henver Road, Newquay, TR7 3DH
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Telephone: 01637 839380
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Fax: 01637 852332
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Charging Structure: Fee based
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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Address: Old Cottage, Newmill, Penzance, TR20 8XP
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Telephone: 01736 366235
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Charging Structure: We do not charge fees for our wealth management services.
However for specialist bespoke services from associate
professional firms a defined fee structure will apply.
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Business Areas: Commercial Lines, Corporate Finance, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP, CIP, CSP, FPC1, FPC2, FPC3, IAQ, ICFA, IFQ, IMC, LMAPC, MAPC
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Address: 1 Tor View, Barbican Hill, Looe, PL13 1DZ
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Telephone: 01503 264170
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Fax: 01503 775887
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Charging Structure: The first half hour consultation is free.
It is then you or your company who decides how we should be remunerated, by fee, commission or even an annual retainer, the choice is yours.
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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Address: Unit A Woodland Court, Truro Business Park, Threemilestone, Truro, TR4 9NH
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Telephone: 01872 271655
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Fax: 01872 272975
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 5 Tywarnhayle Square, Perranporth, TR6 0ER
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Telephone: 01872 571868
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Fax: 01872 571869
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Business Areas: Equity release, ISAs, Investment Bonds, Life Assurance, Personal Pensions, Retirement Planning, Unit Trusts
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Financial Qualifications: No records held.
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Address: Investment House, Tamar Street, Torpoint, PL11 2AW
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Telephone: 01752 815766
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Fax: 01752 815767
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Unit Trusts
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Financial Qualifications: No records held.
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