IFAs aim for BetterOffCornwall

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L-R: Peter Matthew (Jackson Financial Services); Rhodri Evans (Rhodri Evans 2Plan); Phil Blease (iimia John K Miln and Company); Jeremy Squibb (Kelsall Steele) and Kevin Hewitt (1st 4 Mortgages)
L-R: Peter Matthew (Jackson Financial Services); Rhodri Evans (Rhodri Evans 2Plan); Phil Blease (iimia John K Miln and Company); Jeremy Squibb (Kelsall Steele) and Kevin Hewitt (1st 4 Mortgages)
L-R: Peter Matthew (Jackson Financial Services); Rhodri Evans (Rhodri Evans 2Plan); Phil Blease (iimia John K Miln and Company); Jeremy Squibb (Kelsall Steele) and Kevin Hewitt (1st 4 Mortgages)

Independent financial advisers from across Cornwall have joined forces for a new initiative, designed to help people manage their finances more effectively.

The scheme, known as “BetterOffCornwall”, is being part-funded by the Partner to Succeed project, which helps businesses grow by collaborating with others.

BetterOffCornwall will promote independent financial advice to people who are already financially aware, but may not be making the best use of their assets or income.

BetterOffCornwall will encourage people to consider a wider range of investments, savings, mortgages and other financial services.

Tim Bowcock, spokesperson for BetterOffCornwall, said: “If we can help people in Cornwall manage their finances more effectively, that will have knock-on benefits throughout the economy. Our aim is to help people who are already pretty savvy about money, but perhaps haven’t looked at their investments, income protection or retirement provision for some time.

“There’s a tremendous amount of financial expertise spread across the county, and BetterOffCornwall brings that together under one roof.”

Helen Trudgeon, programme director at Partner to Succeed, commented: “This is a fantastic collaboration because it has the potential to benefit the county in so many ways. By pooling their resources, and with our backing, these independent financial advisers will have the muscle to show how people really can be better off with tailored local advice.

“We hope their businesses will grow, and the entire county will benefit from better financial education and management.”

The scheme currently includes five firms from across Cornwall; Kelsall Steele in Truro, Rhodri Evans 2Plan in St Austell, iimia John K Miln and Company in Falmouth, 1st 4 Mortgages in Perranporth and Jacksons Financial Services in Penzance.