Liam Thomas Dippfs Cemap Email & Phone Number

As an Independent Financial Adviser based in Cornwall, I offer a comprehensive range of financial advice services. Tailoring my approach to client preferences, Whether you seek guidance on personal, family, or business financial matters, I can provides assistance that meets your specific needs. Experience and background Having been actively engaged in the financial services sector since 2008, I provide a completely independent financial advice service: Investments and savings of all kinds, whether orientated towards income, capital growth, or both. Pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way. Mortgage advice including equity release. Financial protection, including life assurance, critical illness cover and income protection. Corporate risk management, to ensure the continuity of businesses in the event of the loss of key personnel, and the provision of contingency funds to allow for the purchase of shares in the event of retirement or death. I hold financial qualifications accredited by the Chartered Insurance Institute, including the Diploma in Regulated Financial Planning and Certificate in Equity Release, in addition to holding CeMAP (Certificate in Mortgage Advice & Practice).