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PL - Plymouth

Compass Independent
    Financial
    Consultants Ltd
The Financial Advice
    Centre (SW) Limited

The Financial Advice Centre (SW) Limited
Address: Hamley's Corner, Eastcliffe Road, Par, Cornwall, PL24 2AH
Telephone: 01726 814 935
Fax: 01726 814 935
E-mail: andrew.harvey@ifaplus.com


Contact: Andrew Harvey

We have four offices throughout the South West at:

Par Office (Head Office) Hamley’s Corner Eastcliffe Road Par Cornwall
PL24 2AH
Tel: 01726 814935
Fax: 01726 814945
Email: par@ifaplus.com


St Austell Office 55 Victoria Road Mt Charles St Austell Cornwall
PL25 4QF
Tel 01726 73450
Fax: 01726 70925
Email: sta@ifaplus.com


Bodmin Office 12 Honey Street Bodmin Cornwall
PL31 2DN
Tel: 01208 264686
Fax: 01208 264687
Email: Bodmin@ifaplus.com


Liskeard Office 10 Baytree Hill Liskeard Cornwall
PL14 4BG
Tel: 01579 345609
Fax: 01579 345629
Email: Liskeard@ifaplus.com

General information

The Financial Advice Centre was formed over 5 years ago. The company was foundered by Andrew Harvey, Managing Director. Andrew said “I have worked in the financial services industry since I was 16 and I felt that the re was a real need for ethical unbiased independent advice. The company has grown significantly over the last 3 years. This growth can only be attributed to the quality and care that the advising team show, when giving both personal and business financial advice”. We have a serious commitment to ongoing professional development with advisers studying for advanced qualifications in specialist areas. Two advisers hold the highly respected ‘Mortgage Specialist’ status

We are truly independent, as we do not work from panels of product providers. Each client and business receives individual analysis and research according to needs identified and requirements. We pride ourselves in getting to know our clients and building long-term relationships. Rather uniquely, we have our own dedicated commercial finance department, offering a vast experience in banking and commercial finance matters. Overall, the company has 8 professional advisers with many years experience covering all areas of personal and business financial planning.

After a free initial consultation, our clients have the option of paying for services provided on the basis of either commission, reduced commission with fees or fees only.


Areas for advice

PERSONAL PLANNING
  • Family Protection – life assurance, critical illness assurance, income protection
  • Investment & Portfolio planning – tailored investment advice.
  • Access to specialist services via our retained Stockbroker and Will writing and Legal businesses
  • Retirement Planning - personal pensions, stakeholder pensions, pension transfers
  • Options at Retirement – Phased Retirement, Income Drawdown, Open Market Option
  • Annuities – Conventional, Unit-linked, Impaired, Flexible
  • Inheritance Tax Planning – mitigation of liability, investments, trusts
  • Long Term Care – insurance plans, bonds
  • Mortgages – independent advice covering all high street mortgages, self certification and credit impaired mortgages. Equity release and lifetime mortgages, Right to Buy, Holiday and Buy to Let mortgages.
BUSINESS PLANNING AND LENDING
  • Business Protection – Key Person life and critical illness assurance
  • Retirement Planning – Executive Schemes, SIPPs, SSAS
  • Full range of Business finance including, commercial mortgages, factoring, marine finance, business bank accounts, business financial counselling
  • Employee benefits – Group Pensions, Death in Service, Salary Continuance
  • Succession Planning – Double Option Agreements

The Financial Advice Centre are appointed representatives of Tom French and Associates Limited who are authorised and regulated by The Financial Services Authority.


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