Cornwall Finance & Investment Services

At Cornwall Finance and Investment Services, we are a team of experienced financial advisors based in Newquay, Cornwall. We understand that every individual has unique financial goals and requirements, and we believe that our personalized approach is what sets us apart from others in the industry.

Our Services

As a fully qualified independent financial advisor, we offer a comprehensive range of financial advice and planning services to individuals, entrepreneurs, and families across Cornwall and the UK. Our services include:

• Wealth Management: We create tailored investment portfolios that match our clients' financial goals, risk tolerance, and aspirations.
• Pension Advice: We provide expert guidance on pension planning, including pension transfer options, annuity rates, and retirement income strategies.
• Retirement Planning: Our financial advisors help clients plan for a comfortable retirement by creating tailored plans that consider their income needs, expenses, and aspirations.
• Mortgage Advice: We provide expert guidance on mortgage options, including first-time buyer mortgages, re-mortgages, and remortgaging.
• Personal and Family Financial Planning: We advise on financial planning, tax-efficient savings, and protection strategies to ensure our clients' financial security and well-being.

Our Expertise

Our team of financial advisors has a wealth of experience in providing expert advice on a wide range of financial matters. Our advisors hold relevant professional qualifications, including DipPFS, Certs CII (MP&ER), and are members of the Chartered Institute of Insurance.

Meet the Team

At Cornwall Finance and Investment Services, we are dedicated to providing a personalized service that is tailored to each client's unique needs. Our team is led by Mark Ridgment, a Director and IFA Consultant, who has over two decades of experience in the financial services industry. Our other team members, James Williamson, Hannah Ridgment, and Nikki, bring their own unique skills and expertise to the table.

Regulation and Compliance

At Cornwall Finance and Investment Services, we are fully regulated by the Financial Conduct Authority (FCA) and are authorized to provide financial advice to clients throughout the UK. We are committed to upholding the highest standards of professionalism, integrity, and transparency in our dealings with clients.

Get in Touch

If you are seeking expert financial advice or guidance, we invite you to contact us for a free, no-obligation consultation. We are committed to helping you achieve your financial goals and look forward to working with you.