0330 038 8942
Based in Newquay
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Will and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 March 2025
Will and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Will has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Will has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Will has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Will has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Will has not yet added their fees to their profile
Fees not yet added
Will has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Will (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Will
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Will (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Will and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 March 2025
Will and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Will has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Will has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Will has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Will has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Will has not yet added their fees to their profile
Fees not yet added
Will has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Will (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Will
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Will (based on 3 first impressions)
As an Independent Financial Adviser I am passionate about building long term relationships and working closely with my clients to provide bespoke financial planning solutions tailored to individual needs. With the support of the Vision Independent Financial Planning network I offer a truly ‘whole of market’ approach which enables me to provide the best possible financial advice to my clients and their families. I like to take time to fully understand my client’s needs and requirements and find ongoing solutions that can help them achieve their lifetime goals. I am able to advise in all areas of Financial Planning and specialise in; -Investments and Wealth Management -Estate Planning and Inheritance Tax mitigation -Retirement Planning and Pensions -Protection Planning for you and your family. Find out more by visiting my website www.towanifa.co.uk
Offers available through VouchedFor
Contact Will through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Will's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
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Adviser Disclaimer
Towan IFA Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register. The FCA does not regulate Inheritance Tax Planning.