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Contributor

78%

MATCH FOR YOU

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4.7out of 5

Ged Dixon

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% clients advised in each area  :

Investments

58%

Annuities

11%

Pensions

47%

Insurance & Protection

47%

Later life planning

16%
Morlaix, Chartered Financial Planners, Truro, Cornwall, provides independent financial advice in the following areas:Savings and InvestmentsISAs Annui... Read More
Serves clients with: Over £50k of investable assets or household income
Ged's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

73%

MATCH FOR YOU

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4.9out of 5

Christopher Rowe

More Info
% clients advised in each area  :

Investments

93%

Annuities

21%

Pensions

29%

Later life planning

14%
As a member of the IFA team at Worldwide Financial Planning, I have developed and specialised in providing wealth management and inheritance tax plann... Read More
Serves clients with: Over £50k of investable assets or household income
Christopher's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

67%

MATCH FOR YOU

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5.0out of 5

Andrew Dawson

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Services:  Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Equity Release, Annuities, Mortgages
Professional independent financial advice from a Chartered Financial Planner with over 25 years experience. Twice named by Financial Times Publication... Read More
Serves clients with: Any level of wealth
Chartered Financial Planner
Contributor

65%

MATCH FOR YOU

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4.9out of 5

George Carlton-Smith

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% clients advised in each area  :

Investments

62%

Annuities

8%

Pensions

38%

Insurance & Protection

31%
As a client of Carlton Smith Private Wealth, we provide you with everything you need to achieve your life’s aims. Partnering you for your lifelong ... Read More
Serves clients with: Over £250k of investable assets or household income
George's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Certified Financial Planner
Contributor

61%

MATCH FOR YOU

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Stephen Watson

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Services:  Investments & Savings
We are a respected Chartered firm of experienced advisers offering passionately independent financial advice & investment management. 95% of our clien... Read More
Serves clients with: Any level of wealth
Contributor

57%

MATCH FOR YOU

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Duncan Cameron

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children, Annuities
Cameron Lewnes Ltd provides clients with expertise and step by step guidance across a whole range of Investment Management and Financial Planning need... Read More
Serves clients with: Any level of wealth

Latest client reviews of Truro IFAs

Makes things easy to understand and processes easy to follow and complete    Read More
Alan
"I first asked Coast to Coast for financial advice in 2003, after a recommendation from a frien.... to Coast, that I have, and will continue to recommend them to family, friends and colleagues"    Read More
David Watson

Can't find the right Truro IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Truro.

Peter MeesonWorldwide Financial Planning Ltd
David WatsonKML Financial Services Limited
Nicholas WoodWatson French Limited
Robert HaymesWorldwide Financial Planning Ltd
Jeremy WellingtonFinancial Planning Concepts Ltd
Caroline RoscorlaWestinsure Webb (Financial Services) Limited
David HughesAnderson Lloyd LLP
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