Kelsall Steele, Truro

Independent Financial Advisers specialising in wealth management and investment planning.

2Plan Rhodri Evans , St Austell

Delivering individual advice, as independent financial advisers we provide guidance on investments, ...

JLT iimia Wealth Management, Falmouth

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

Jacksons Financial Services, Penzance

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

BetterOff Lump Sum Investment

Dealing with significant sums of money from inheritances, trusts, asset sales or maturing investments (or even that elusive lottery win!) can be a complex affair.

BetterOffCornwall advisers will help you consider all the legal, financial and emotional aspects to help you get the most from your investment.

We'll look at both the short and long term implications of your investment and develop a portfolio that best suits your needs and is appropriate for the level of risk you are prepared to take.

As is the case with all our financial advice, our independence means we can provide you with the best investment choices, wherever those are found in the market.