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Location Guide

Financial Advisers in Cornwall

11 FCA-authorised advisers · South West · 5.0★ average Google rating

There are 11 FCA-authorised financial advisers in Cornwall, South West. All firms listed here are verified against the FCA Financial Services Register and must hold the minimum QCF Level 4 qualification.

Common advice specialisms among Cornwall advisers include Pensions, Retirement and Investments. You can filter by specialism below, or search by postcode to find advisers closest to you. All advisers are free to contact for an initial consultation.

Demelza Financial Planning Limited

FCA Verified

Bodmin, PL30

0.0 mi
Alternative InvestmentsPensionsRetirement+2

Jackson (Life & Pensions) Limited

FCA Verified

Penzance, TR18

0.0 mi
5.0
(2)
Alternative InvestmentsPensionsRetirement+2
0.0 mi
5.0
(94)
MortgagesAlternative InvestmentsPensions+2

Mortgage Pensions & Investments LLP

FCA Verified

St. Austell, PL25

0.0 mi
5.0
(2)
MortgagesAlternative InvestmentsPensions+2

Fortic Financial Services Ltd

FCA Verified

Newquay, TR8

0.0 mi
5.0
(1)
MortgagesAlternative InvestmentsPensions+2

Monster Insurance Services Ltd

FCA Verified

Camborne, TR14

0.0 mi
MortgagesInvestmentsPensions+1

Lawson Financial Management

FCA Verified

Par, PL24

0.0 mi
5.0
(15)
InvestmentsPensionsRetirement

GLADSTONEI365 LIMITED

FCA Verified

Truro, TR1

0.0 mi
5.0
(23)
MortgagesInvestmentsPensions+1
0.0 mi
Alternative InvestmentsPensionsRetirement+1

VETERANS REGROUP CIC

FCA Verified

Truro, TR1

0.0 mi
Mortgages

ATLANTIC CAPITAL MARKETS LTD

FCA Verified

Truro, TR4

0.0 mi
InvestmentsPensionsRetirement

Frequently Asked Questions — Financial Advisers in Cornwall

How many FCA-authorised financial advisers are there in Cornwall?

There are 11 FCA-authorised financial advisers listed in Cornwall, South West. All firms listed on approval.co.uk are verified against the FCA Financial Services Register.

How do I find a good financial adviser in Cornwall?

Start by checking that any adviser is FCA-authorised using the FCA Register at register.fca.org.uk. Look for relevant qualifications (CII Diploma or Chartered status), check their specialisms match your needs (Pensions, Retirement and Investments are common in Cornwall), and ask for a free initial consultation before committing.

How much does a financial adviser cost in Cornwall?

Financial advisers in Cornwall typically charge an initial fee of 1–3% of assets advised on, with ongoing annual fees of 0.5–1%. Some charge fixed project fees (typically £500–£5,000 for a financial plan) or hourly rates of £150–£350. All advisers must be transparent about fees before you commit.

Are financial advisers in Cornwall regulated?

Yes. All financial advisers in Cornwall must be authorised or appointed representatives of an authorised firm regulated by the Financial Conduct Authority (FCA). You can verify any firm's status on the FCA Register. Using an unauthorised adviser means you have no access to the Financial Ombudsman Service or FSCS compensation.

What financial advice services are most commonly needed in Cornwall?

The most common financial advice needs among Cornwall residents include Pensions, Retirement and Investments. Whether you are planning for retirement, buying a home, investing a lump sum, or managing an inheritance, an FCA-authorised adviser can help you make the most tax-efficient and suitable decisions for your circumstances.

Results are ordered by proximity to your postcode. This order does not indicate quality, suitability, or any form of recommendation. Always verify an adviser's current FCA authorisation at register.fca.org.uk before engaging their services.

Other areas in South West