ABOUT RW FINANCIAL PLANNING

WE’RE NICE HUMANS

FINANCIAL GEEKS – NOT BANKERS

When it comes to finance, we know that it’s hard to trust a faceless corporation. Thankfully, we’re nice lovely financial geeks who love nothing more than getting to grips with pensions, investments and everything else we do.

But more than anything, we pride ourselves on our customer service and one-to-one relationships we build with our clients. Navigating the financial stuff is hard enough for most people, we don’t need to be stuffy suits as well!

Instead, we are nice humans who love to have a chat, love to surf, drink nice coffee and talk about the lovely British weather. If that sounds like your bag, our door is always open. Come on in…

POP in for a cuppa, or do everything over zoom or email

We appreciate that not everyone has time to have a meeting with an financial advisor or feels comfortable doing so. Thankfully, the whole investment and financial process has become easier and quicker thanks to technology and we can do everything over the phone and by email. However if you feel more comfortable having a meeting with an IFA in your home then we can arrange this for you as well. All our advisors are fully qualified Independant Financial Advisers with at least 15 years of experience in mortgages, pensions, investments and insurance. We’re also skilled in putting the kettle on!

HOME SWEET HOME

We’re based in St Mawgan where we have been helping our customers for over 16 happy years. We love Cornwall and really like helping people who have lived here all their lives, or those who are just moving to the area.  That said we do have national and International clients as well, so even if you live in the wilds of Scotland or the Norfolk Broads, we can help you find the perfect mortgage , sort out your pension and offer you financial lifestyle advice wherever you call home.


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