We are a firm of Financial Planners based in Lanivet, from our base in Cornwall our team of experts provide specialist tailored advice on a wide range of financial planning issues to a broad spectrum of clients all across the United Kingdom.
As a smaller boutique firm, we can provide a more personal service than many bigger national companies. The consistently high level of personal service we provide to our private and corporate clients gives them confidence that their financial affairs are handled with the highest degree of competency. This is reflected in the fact that the majority of our new clients come via personal recommendation from our existing clients.
As a Financial Advice business, our core service proposition is Wealth Management and Mortgage Advice. We devise Wealth Management Strategies for our clients and then ensure they are reviewed regularly.
Where possible, we prefer to offer full holistic financial planning to our clients, as we believe that this is the best way to meet your life goals. However, we understand that not everyone has the means or necessity to go through a full financial planning exercise, so we can offer focused advice, where we concentrate on a specific area of planning, such as retirement advice or investments.
When it comes to mortgages we offer whole of market mortgage advice. This includes exclusive offers (accessed via Quilter Financial Planning), which are sometimes unavailable to private individuals and other financial advisors.
As we can offer such a wide scope of products, we are confident we will deliver the right package, which is tailored your exact requirements. Face 2 Face Financial Services South West Ltd, provides restricted financial advice in the following areas:
Financial Planning advice
Savings and Investments
Inheritance Tax Planning
Life Assurance
Critical Illness Cover
Income protection
Pensions & Retirement Planning Annuities
The initial meeting is at no cost with no obligation.
