Sarah worked for a global financial institution for 22 years, most of this time providing quality financial advice to personal, commercial, and private client customers before setting up her own company W.T. Independent Financial Planning Limited under the Vision umbrella in 2011.
W.T. Independent Financial Planning Limited specialises in bespoke wealth management, including estate and retirement planning, along with commercial and corporate financial planning throughout their trading life and beyond, this may include addressing protection issues and exit strategies. We strive to build long lasting long term relationships and while based in Cornwall our clients live as far as Wales, Gloucester, Salisbury, London and the South Hams, often as a result of clients moving away or referring friends and family to ourselves. We provide provide a truly independent and impartial financial planning service providing the best solutions to private and corporate clients along with trustees and charities.
A vital component is not just the initial advice but our regular reviews to ensure the arrangements continue to meet future needs through the differing life stages. We understand that no two clients are the same and that your needs with invariably change over time and you move through different life stages. We offer the full range of financial services to our clients and their families. To find out more about how we can help you, please visit our website www.wtifp.co.uk, call direct on 07900 676369 or via email . We look forward to hearing from you and hopefully arranging a free, no obligation initial meeting.
These are just a few comments from our clients, our website www.wtifp.co.uk details many more and includes more comprehensive case studies.
“My IFA Sarah is always available if i need her. She is thorough in her explanations and never leaves us waiting if we are worried or unsure. She takes time to get to know us so she can advice us better. I have recommended her to friends.”
“Sarah is a credit to vision. I have received consistently sound advice from her over the past ten years and when it came to me looking for a pension, she was always going to be my immediate go to. Best in class, energetic efficient and a pleasure to deal with.”