Steve offers a comprehensive range of financial advice services, in Mevagissey, Falmouth and Redruth. He also serves the wider Cornwall region. Whether you require guidance for individual, family or business money matters, he’s here to help.
With many years service in the financial sector, Steve is a very experienced and knowledgeable Independent Financial Adviser. Whether you need assistance with personal pensions or investments , Steve can provide expert financial advice.
Experience and background
Steve is a qualified financial adviser and has been with TFA for many years. Steve holds the Diploma in Regulated Financial Planning from the Chartered Insurance Institute.
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.
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.
Steve is based in Mevagissey and provides his financial advice service in a wide area around this base throughout Cornwall. You can arrange for Steve to visit you at home, at your place of business, or another location locally.
You can contact Steve Franklin on 07817 20673598 or complete our enquiry form.
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