Mark Ridgment
Cornwall Finance & Investment Services Ltd
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
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: January, 2014
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 March 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Mark has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 8 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: 10 December 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
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Mark has provided information on their typical fees
Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
30
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 30 first impressions)
83% of users who are not yet clients had a positive first experience with Mark
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 30 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 March 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Mark has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 8 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: 10 December 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
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Mark has provided information on their typical fees
Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
30
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 30 first impressions)
83% of users who are not yet clients had a positive first experience with Mark
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 30 first impressions)
We are fully qualified Independent Financial Advisers, (IFA), not tied to any bank, building society or insurance company, authorised by the Financial Conduct Authority. We travel to meet our clients, at their homes or a convenient location of their choosing and are always available at the end of the phone to ensure a hassle-free service. Our ethos is to treat all clients as individuals, our advice is therefore built around your circumstances and goals. Cornwall Finance and Investment Services specialise in making sure that our clients have a clear financial plan in order to achieve their personal financial goals. We then research the entire UK financial services market to find the best value for money products that will deliver on your needs. Call us on 01637 839098 or learn more at www.cfislive.co.uk
Offers available through VouchedFor
Contact Mark 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 Mark's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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