The Firm

Customers need independent advice, not just a list of products. Outstanding customer service is at the heart of our business. No two customers have the same needs so we deal with everyone on a personal basis.


Unlike banks we’re not governed by targets. We can access products from across the market. Our advice is unbiased, giving you the widest range of mortgage and financial products to choose from.


Our team of specialists is on hand to make sure that you get the very best independent financial advice in Cornwall. Our team has a vast knowledge at your disposal. Why not sit down with an expert today?

Latest News

Who needs income protection?

Here is a quick explanation of who needs income protection – and why they need it.

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What is a good mortgage rate?

A mortgage rate is neither’good ‘nor ‘bad’ it depends entirely on the circumstance of the applicant. There are several factors…

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Variable interest rate versus fixed rate – what should I do?

A fixed rate mortgage means your mortgage repayments are protected from an increase in interest rates during the term of…

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So, you want to live in Falmouth?

Falmouth is one of the UK’s property hotspots for 2016-17. We know it’s a thriving waterside university town with a…

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So you want to live in Truro?

Truro is an intimate city, and the commercial heart of Cornwall. Our offices are at the bottom of Lemon Street…

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Renegotiating fixed-rate mortgages

Renegotiating fixed-rate mortgages is easy and straightforward – if you give yourself enough time before the term comes to an…

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