About Us

Mark Ridgment

Mark Ridgment

Independent Financial Adviser (IFA), Corporate and Personal Wealth Planning

Tel: 01637 839098
Email: mark@cfislive.co.uk

“I have built my business by providing excellent long-term service, being there over time as life changes for my clients and their companies. I create and manage portfolios that match individual circumstances and objectives.”

Mark is a Corporate and Personal specialist IFA. Qualified to provide advice in the areas of Personal and Corporate Financial Planning, Financial Protection, Retirement Planning, Investments, Tax and Estate Planning.

Mark is a founding committee member and former Chairman of the Cornwall & Plymouth Personal Finance Society, who are part of the Chartered Insurance Institute (CII). He also volunteers in the management of two local charities and is a mentor within the new Enterprise Support Allowance.

For fun Mark spends time with his family, surfs, snorkels and hill walks.

More about us...

James Williamson

Dip PFS, Cert CII (MP)
IFA Consultant

Tel: 01637 839098
Email: james@cfislive.co.uk

James joined Cornwall Finance & Investment Services at the start of 2015, he has since attained the necessary qualifications to practice as an IFA and be a member of the Personal Finance Society by Diploma.

James is currently responsible for helping the firms Mortgage and Protection clients and is keen to expand his investment business. He has strong family connections within the profession and is determined to build his career in Cornwall.

When not working James enjoys driving, live music, keeping fit, travelling and socialising.