Welcome to W.T. Independent Financial Planning

W.T. Independent Financial Planning Limited specialises in bespoke wealth management.  We manage client’s financial affairs whilst building lasting long term relationships.  Based in Cornwall, we provide bespoke financial solutions for clients throughout the South West.

We provide a truly independent and impartial financial planning service providing the best solutions to private & corporate clients along with trustees and charities.

We understand that no two clients are the same and that your needs will invariably change overtime as you move through different life stages. Our aim is to be with you and your family throughout this journey.

We offer the full range of financial services to our clients and their families.

We hope that you enjoy our website and look forward to hearing from you to arrange a free no obligation initial meeting.

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