Cornbrash Financial Planning was set up to provide a personalised service for clients and to allow them to gain access to a local Independent Financial Adviser in their own home or place of work.
Company founder Andy Brown has been part of the financial services industry since 1994, starting off as a clerk in an insurance office in Bath before working his way up through various adviser and managerial roles with insurance companies and an international bank, specialising in providing wealth management, investment and inheritance tax advice.
He has also undertaken compliance roles ensuring the suitability of advice given to clients, providing a unique perspective on how financial advice should be given.
Andy is a member of the Personal Finance Society meaning he adheres to a code of ethics and strives for the highest standards of professionalism, so you can rest assured that you are in safe hands.
Part of a larger family
Cornbrash Financial Planning is part of the Vision network of financial advisers. Vision Independent Financial Planning Ltd is a dynamic and established network with clients and advisers throughout the country and a head office base in Falmouth, Cornwall where the company originally started.
Vision's business is built upon the evolving relationship we have with our clients and these are some of the benefits you can expect from Vision as part of the service:
A committed independent financial adviser who works with you to offer transparent and tailored advice with direct access when and how you need it
A dynamic, passionate and growing company with a nationwide team of Independent Financial Advisers
Vision is an award winning business that offers traditional values but forward thinking in a modern industry
Credibility as an established respected company driven by professionalism
Choice of the level of service you would like from us by taking the time to understand you and your individual needs
Our ethics are to work with highly trusted and professional associates
A strong administrative support team based in our head office
And our aim is to be big enough to matter yet still small enough to care for each and every client.
Please take a look at the Vision website if you would like to find out more.
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