Cornwall: Legal & financial > Restricted financial advisers services

A restricted adviser or firm can only recommend certain products, product providers, or both. The adviser or firm has to clearly explain the nature of the restriction.

1 - 4 of 4 Restricted financial advisers services in Cornwall.

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Society of Later Life Advisers

Barbara Copeland - Restricted Whole of Market

Local

I am a Restricted Whole of Market Adviser to older people and their families.

Contact: Barbara Copeland, Barbara Copeland Wealth Management, Unit 1 Beechill Business Park, 96 Beechill Road, Belfast, County Down, BT8 7QN.

Jane Bownas - Independent Financial Advice

Local

I provide financial advice to older people and their families. I do this in whichever way suits my client - in their home or at my office or by telephone. My particular specialisms are: Paying for care Equity...

Contact: Jane Bownas, St. James's Place Wealth Management, Fortuna Villa, 7 Lethlean Towans, Phillack, Hayle, Cornwall, TR27 5AP.

Rebecca Pope - Restricted Whole of Market Adviser

Local

I am a Restricted Whole of Market Adviser to older people and their families. I do this in whichever way suits my client - in their home or at my office or by phone.. My particular specialisms are: Paying for car...

Contact: Rebecca Pope, Partner Practice of St. James's Place Wealth Management, 296 Fort Austin Avenue, Plymouth, Devon, PL6 5SR.

Simon Wrench - Restricted Financial Advice

Local

I provide restricted financial advice to older people and their families. I do this in whichever way suits my client - in their home, at my office or by telephone. My particular specialisms are: Paying for care ...

Contact: Simon Wrench, Astute Money Financial Planning, Plymouth Science Park, Davy Road, Plymouth, Devon, PL6 8BX.
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