Our clients are individuals; we know that the only way we can advise you is by getting to know you. This is the key to our success as professional financial advisers in Cornwall and beyond.

Our advice is built around your unique circumstances and goals. Cornwall Finance and Investment Services specialise in making sure that our clients have a clear financial plan in order to achieve their personal financial goals. We then research the entire UK financial services market to find the best value for money products.

While we are financial advisers in Cornwall, we serve clients throughout the UK, at their homes or a convenient location of their choosing and are always available at the end of the phone to ensure a hassle-free service.

We are fully qualified Independent Financial Advisers, (IFA), not tied to any bank, building society or insurance company.