W.T. Independent Financial Planning
W.T. Independent Financial Planning Limited focuses on wealth management and managing clients' financial affairs. Based in Cornwall, they offer financial solutions for clients in the South West.
- Protection Services
- Estate & Tax Planning
- Bespoke Wealth Management
- Bespoke Investment Advice
- Pension & Retirement Planning
- Discretionary Portfolio Management
Locations
Competitors
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Taylor Money Wealth Management provides a bespoke service for high-net-worth individuals looking for a long-term wealth management relationship.
Company Details
W.T. Independent Financial Planning is operated by W T Independent Financial Planning Limited and is a Active company incorporated on 28 June 2011 with the registered office located in Truro, Cornwall. W T Independent Financial Planning Limited was registered 14 years ago.
Status
Active
Size
Micro
Directors
1
Age
14 years old
Employees
3
Turnover
Unreported
Total Assets
£154.88K
Cash in Bank
£152.18K
Total Liabilities
-£97.75K