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.
‘Sarah spent time getting to fully understand our circumstances and plans before recommending products. The products have performed well and we have been fully satisfied with the service provided.’
‘Sarah is a very thorough and we have a good ongoing relationship’
‘I appreciate having an on-going relationship with my adviser without being bombarded with messages which are not reliable to me. Thar’s what makes Vision stand out.’