Lynne Williams DipPFS

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Lynne Williams
Lynne Williams DipPFS

Independent Financial Adviser

Lynne is an Independent Financial Adviser (IFA) based in our Truro office and offers a range of financial advice services to clients in Truro and surrounding areas of Falmouth, St Ives, St Austell and Redruth. She services a wide client base across the South West and in North Wales, as well as many other parts of the country, thanks to the wonders of technology. Whether you require advice on individual, family, or business money matters, she's here to help.

Lynne is passionate about helping clients to plan for their future and avoid pitfalls. This may include helping to manage income at retirement and planning to reduce IHT where appropriate and utilising annual personal allowances for the avoidance of unnecessary tax liabilities.

Lynne enjoys helping families with investments for vulnerable or elderly parents where an LPA is registered.
She can provide advice on a range of solutions for Savings and Investments, Pensions and Insurance for individuals and business owners.

Experience and background

Lynne has worked in Financial Services for nearly 30 years in a variety of roles including Branch Manager for Alliance and Leicester and Bradford and Bingley and as a Financial Planning Manager for HSBC. For the last 12 years she has been an Independent Financial Adviser at a Truro based Financial Advice firm before moving to TFA in 2024.

Lynne has a strong background in the financial services sector and holds many financial qualifications accredited by the Chartered Insurance Institute, including the Diploma in Financial Planning and Long Term Care Insurance Certificate.

Services offered

  • Savings and investments advice. Devising a strategy that considers tax, risk levels and personal priorities.
  • Pension planning. Including guidance on accumulating pension savings cost-effectively. Advice on achieving tax-efficient retirement fund withdrawal.
  • Corporate risk management. Helping you plan to ensure the continuity of businesses in the event of the loss of key personnel. Contingency planning to allow for the purchase of shares in the event of retirement or death.
  • Financial protection. A range of personal and family safety net measures, including life assurance, critical illness cover and income protection.
  • Estate planning. Including inheritance tax mitigation through use of trust structures, investment bonds and whole of life plans.
  • Group employee benefits. A range of employee benefits, including death in service, critical illness cover, sick pay arrangements and permanent health insurance.

Specialist areas

Lynne has specialist knowledge in the area of pensions advice, investments, and inheritance tax, including the arrangement of financial planning solutions for high-net-worth individuals. Her clients include private individuals, company directors, professionals, and business owners.

Locations covered

Lynne is based in Truro and provides her financial advice service in a wide area around this base. This includes Cornwall, Devon and North Wales. Her service area covers Truro, Falmouth, St Austell, Newquay, Helston, Hayle and Penzance and many other towns and villages in this region. You can arrange for Lynne to visit you at home, at your place of business, or another location locally.

You can contact Lynne Williams DipPFS on 01752 347070 or complete our enquiry form.

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