Money Matters: Discover the Best Financial Advisers in Newquay

Cornwall Finance & Investment Services (CFIS) is a team of independent financial advisers based in Newquay, Cornwall, offering financial advice, wealth management, pension advice, and retirement planning services to clients throughout Cornwall and across the UK. Our expert team provides tailored financial plans, researching the entire UK financial services market to find the best value for money products. We are fully qualified Independent Financial Advisers, not tied to any bank, building society, or insurance company.

As independent financial advisors, myWealth creates strategies for life, helping clients secure their financial future. We take time to understand clients' circumstances and aspirations, assessing their risk profile and introducing them to the saving and investment strategy best suited to their ambitions and outlook. Our goal is to help clients achieve their desired lifestyle in retirement, with minimal tax exposure. We offer a range of services, including pension planning, investments, life insurance, critical illness cover, business protection, tax planning, and wills and trusts. Our experienced and friendly team works with clients to understand their assets, concerns, and ambitions, creating a personalized financial plan to achieve their goals.