About Duchy IFA
Duchy IFA is one of the country’s leading firms of Independent Financial Advisers with funds under management of over £850,000,000.
We tailor our service to the diverse needs of our clients, offering each one the best possible choice. Our advisers strive to build a trusted client relationship which will last a lifetime.
We focus on providing our clients with independent wealth management services and pride ourselves on delivering a highly streamlined service for all our clients.
As independent financial advisers we pride ourselves in offering “truly independent advice”. We have the best interests of our clients at heart and act solely on their behalf at all times.
Creating tax savings, Planning to minimise financial disaster, Retirement and pension planning, Wills and estate planning, Creating cash flow for businesses and raising finance via mortgages and loans, Wealth Management.
We offer a friendly service with good, down to earth advice that you will understand.
A commitment from a fully qualified firm of Independent Financial Advisers regulated by the Financial Conduct Authority to ensure all costs and charges are transparent in line with the Retail Distribution Review so that you feel safe and secure in the knowledge that we are also committed to the highest of professional and regulatory standards.
What is Duchy IFA
We are a firm of Independent Financial Advisers, part of the Saltus Group, which manages in total over £8 billion of assets for thousands of clients.
Our Mission
The ethos of Duchy IFA A Saltus Business is founded on traditional values – honour, vigilance and dependability – enhanced by the relentless pursuit of excellence and improvement in every aspect of what we do.
In making every decision, however large or small, we will always consider and calculate the effect and impact of any professional guidance and advice we may give to our clients.
That’s the essence of careful planning.
Contact Us
If you would like to speak to an adviser in your local area, please leave a message below leaving your postcode, and we will have an adviser that covers your area contact you.
Please also indicate which services you are particularly interested in:
01872 240368
Duchy Independent Financial Advisers
Newham Quay,
Truro.
TR1 2DP