Darren Bilkey - Independent Financial Adviser

► I provide tailored financial planning for private clients & small businesses right across Cornwall and beyond.

Whatever your ambitions are, it all starts with solid financial plan. My goals are to help you achieve yours.

As a financial planner my priority is on really getting to know you, your circumstances, and your priorities, allowing me to put together a plan that is focused on you – my client. At an initial meeting, together we will identify what is really important to you. I'll then develop a plan which helps get you on your way to meeting these goals.

Once we have executed your plan my work doesn’t stop there. Many of my clients choose to retain my services on an ongoing basis. I'll help you ensure that your plans stay on track, allowing you to successfully navigate through any surprises that life throws at you.

I provide a completely independent financial advice service, often but not exclusively dealing with matters of;

✓ Mortgage advice, including equity release
✓ Financial protection, including life assurance, critical illness cover and income protection;
✓ Investments and savings of all kinds, whether orientated towards income, capital growth, or both;
✓ Pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;
✓ Estate planning and inheritance tax mitigation;
✓ Corporate risk management, to ensure the continuity of businesses in the event of the loss of key personnel, and the provision of contingency funds to allow for the purchase of shares in the event of retirement or death.