Wolf Rock Financial Planning

Wolf Rock Financial Planning was founded to guide our clients through the valuable but sometimes treacherous waters of investing, by recommending the safest passage to your financial goals. Based at Truro in Cornwall, only 39 miles from Wolf Rock itself, we advise clients throughout the South West, as well as the greater UK, on a wide range of financial planning matters. At Wolf Rock Financial Planning we provide a highly technical and bespoke service to our clients, in a fully independent and whole of market manner. Our specialist expertise focus on the following financial planning areas: pensions and retirement planning, investments, tax planning, care fee planning, trusts, equity release, wills and powers of attorney. We offer a free initial general financial review for all potential customers, which allows us to identify your needs, how we can help and what costs would apply. There is no pressure to accept our advice, and when you are fully informed it is at your discretion whether you would like to proceed, and over what timescale. © 2023 All Rights Reserved. Wolf Rock Financial Planning is a trading style of Sculthorp Services Limited and is authorised and regulated by the Financial Conduct Authority. Sculthorp Services Limited is entered on the FCA register (https://www.fca.org.uk/register) under reference FRN: 987288. Registered address: Highgrove House, Threemilestone, Truro, TR4 9NH. Company Registered in England, Registration Number 13903878. The Financial Ombudsman Service (FOS) is an agency for arbitrating an unresolved complaint between regulated firms and their clients. Full details of the FOS can be found on their website www.financial-ombudsman.org.uk.