Our dedicated staff and partners provide quality support and advisory services to our clients.
As an Independent Financial Adviser, Sarah brings a wealth of experience and knowledge placing clients interest first, which provides great satisfaction in achieving client’s immediate and longer term goals.
W T Independent Financial Planning Limited. Registered Office: The Old Carriage Works, Moresk Road, Truro, Cornwall, TR1 1DP. Registered in England & Wales No.7686335 / W T Independent Financial Planning Limited is an appointed representative of Vision Independent Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Number 487395. To verify their status please visit the FCA Register by
. The guidance and/or advice contained within this website is subject to the UK Regulatory regime and is therefore targeted at customers in the UK. The Financial Conduct Authority does not regulate Inheritance Tax and Estate Planning, Wills, Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts and Mortgages. Your home is at risk if you do not keep up repayments on a mortgage or other debt secured on it.
Before we provide advice..
We believe in listening and understanding every client, their individual circumstances, responsibilities and aspirations. This approach may take a little time but is essential to provide the bespoke advice you require.
Once we understand you and your requirements we provide comprehensive clear recommendations to address your needs. We work with you throughout the process which often involves working alongside other professionals including Solicitors and Accountants. This ensures that the whole process is hassle free and achieves the desired outcome to address your overall financial needs.
We keep in contact through our review service, discussing any changes in your circumstances, discussing performance of your investments and making sure that your arrangements continue to meet your needs and objectives all detailed within a report.
Our comprehensive and independent due diligence support is provided through our compliance network. This all important function involves quarterly meetings with our investment partners, assessing quality of service, fair charging structure, their bespoke investment offering and process.
This ongoing process ensures we provide a leading offering and one that gives the most appropriate solutions for clients.
At WT we can help with a comprehensive list of services including the following:
Tailored for our clients, the investment advice and process is fundamental to the service we provide, allowing for flexibility and expertise to ensure that individual client needs are met.
Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law.
