Welcome
Welcome to the website of Duchy Financial Planning Ltd. We are a firm of independent financial advisers based in Cornwall, with advisers across the county, but serving clients throughout the South-West of England.
Being independent means that we work for you, rather than some bank or insurance company. It means that we can offer advice from the whole range of products available, and that we are flexible on how we are paid.
It also means you can contact us directly by phone or face to face, rather than having to deal with a call centre or speak to a machine.
We advise on all aspects of personal financial planning, including investments and savings, life cover, pensions and retirement planning, mortgages, equity release, long term care and inheritance tax planning. Our clients include individuals as well as businesses.
All our advisers are fully qualified, and some of us hold specialist qualifications for advising on investments, wills and trusts, pensions, equity release, long term care or tax matters.
This website aims to give you further information about
- our firm and our approach
- where to find us
- comprehensive generic information on financial products
- a range of useful calculators
- relevant financial news items, updated daily
- our own news
Just click on any of the above items, or on any of the tabs at the top, to access these sections.
- online services
for if you want to research, and even buy, on-line products
- news and comment
Up to the minute financial news from various sources
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Trustnet
create a watchlist, valuations and alerts for your investments
Watch latest videos on investment matters
Click here for Interactive Chart