OCT
22

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Investing for beginners


This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that every annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Truro let alone Truro Business ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Cornwall.

Good luck! 

Independent Financial Advisors IFAs

Worldwide Financial Planning

Heron House, Newham Rd, Truro TR1 2DP, UK – 01872 222422

Really friendly expert advice given

Horizon Independent Financial Planning

18 Castle St, Truro TR1 3AF, UK – 07841 648628

My experience with getting support and getting a mortgage has been a really great experience (as buying a house goes!) Darren has been absolutely incredible from start to finish. Darren has always been at the end of the phone via call or text or email to support and give his knowledge throughout the process. Darren is friendly, professional, trustworthy and down to earth and will explain things in a way that you actually understand. And doesn’t make you feel stupid with asking any questions with regards to the mortgage/ process. Myself and my partner would highly recommend Darren to anyone that is considering a mortgage or needs some advice on where to start. We had a rough beginning due to our credit score but Darren was approachable and understanding and tried his best to try and work around the credit situation- unfortunately we had to wait until it had cleared, but after that Darren wasted no time in getting us a mortgage. Darren has lots of experience and knowledge on each lender and definitely knows what he’s talking about so definitely trust in what he is saying. Thank you so much Darren for everything you have done for us! We are completing on your house purchase tomorrow!!! We will not hesitate in going to Darren again in the future. 10/10.. A*..

Darren was brilliant, explained everything in such a simple way which was what we needed for our first mortgage. He went way beyond what I expected. He has now helped my remortgage twice when our fixed term was up, which was even easier.

KML Financial Services Ltd

78 Lemon St, Truro TR1 2PZ, UK – 01872 261161

We Would like to thank KML FINICIAL SERVICES LTD on behalf of the team at Safety Guide ltd for the kind help and support the business have gave for the educational booklets going into the Archbishop Benson CofE Primary School,We are always striving towards helping the children in as many ways as possible for there future. Thankyou from all the team at Safety Guide..

Working with KML Ltd, has been delightful, informative, and eye-opening. We would definitely refer others to them.

Investment Companies - Business Angels

SALT Invest

CMA House, Newham Road, Truro TR1 2SU, UK – 01872 487733

Made some quick losses but SALT have responded well to make amends. So far so good.

Brewin Dolphin Truro

24 Lemon St, Truro TR1 2LS, UK – 01872 228080

ASC Finance for Business, Devon & Cornwall

26 Boscawen St, Truro TR1 2QQ, UK – 01872 261888

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