Jacksons Financial Services, Penzance

Financial Planning is all about YOU! You have questions about your future: will you have enough t...

JLT iimia Wealth Management, Falmouth

JLT iimia Wealth Management, formally John K Miln & Company is part of the JLT Group with offices in...

Kelsall Steele, Truro

Independent Financial Advisers specialising in wealth management and investment planning.

BetterOff Business Exit Planning

Choosing how to hand over the reins of your business can be vital to your long term wealth.

We can assist you, in looking holistically at your financial situation, for example, in deciding what levels of stake to retain or whether to accept staged payments for your business.

And with a well-connected local advisor, there's more chance of finding the right buyer or investor.