My husband and I take great pleasure in recommending Andrew Dawson to anyone requiring sound, practical financial advice. He is easy and friendly to deal with and does not use excessive jargon. He ishappy to explain any obscure details in plain English in a fair and impartial way and is entirely to be trusted with such personal and sensitive information.
Whether you are just starting out, buying your first home, or thinking about retiring - Anderson Lloyd are experts on personal financial planning available to help you plan for the future and make themost of your money. From mortgages to pensions, we are up to speed with the latest offerings and solutions to advise you on the current market conditions.
Welcome to Worldwide Financial Planning, one of the UK's leading firms of independent financial advisers. Our 16 FT awards in 4 years simply show our expertise in finding the right answer for you,quickly. You'll see when dealing with our firm that we have all grown up together and developed within Worldwide. We are not owned by any external company and that will become evident when you see you are dealing, not only with award winners, but real people.
When your future prosperity relies upon finding sound advice, you'll most likely ask somebody you can trust. So here at Watson French, we're flattered that 95% of our clients arrive by personalrecommendation - from an accountant, solicitor, family member or friend - for financial planning advice, pensions, and investments.
KML Financial Services was formed in 1993 and is run by Keith Parsons & David Watson. We pride ourselves on providing a professional, friendly service to all our clients. Keith and David have, betweenthem, over 30 years experience in financial services, are both qualified to QCF Level 4 standard and hold a Statement of Profession Standing issued by the Institute of Financial Services.
TMS was established in 1986, since when the Company has grown constantly and is now acknowledged as one of the region's foremost providers of independent financial advice. Our aim is to provide aprofessional, friendly and comprehensive financial planning service to all of our clients. At the core of our business is the principle to "Treat Customers Fairly". This principle runs through our business from the initial advice process to the day to day servicing.
At a time when you don't feel you understand what your financial needs are, we recommend you speak to an experienced independent financial adviser/financial planner. Morlaix, Chartered Financialplanners will establish your current situation and future objectives and implement any recommendations where appropriate.
We are truly independent and "whole of market"- not owned by a bank or insurance company so we are free to find the right solution for you. We have the financial knowledge, insight and experience togive you excellent advice. Our team of highly qualified specialists cut through the jargon and small print to find clear, informed and effective solutions.
Being located in Cornwall does not impact on our reach, in fact we deal with clients all over the UK and aboard. Our clients are from all walks of life each with their own individual requirements,which means we tailor our solutions to meet those individual needs using the latest research tools and our expert knowledge. Director John Garcia has been within the financial services industry since 1996 as a financial adviser.
Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seekprofessional independent financial advice from people you can trust. Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or contact us for further information.