Independent Financial Adviser
BA Hons, DipPFS, CeMAP
I set up Renfree Wealth Management in 2017 after a successful 15 year career at HSBC Bank.
I chose to become an appointed representative of Vision Independent Financial Planning after being impressed with the proposition available to clients.
I am now able to offer completely independent financial advice using a truly “best in market” approach.
“Excellent Adviser, Great Service”
Renfree Wealth Management Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register by clicking here.
Vision Independent Financial Planning Ltd Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. Registered in England & Wales No.6650476
Renfree Wealth Management Limited registered office: 45 Trevean Way, Newquay Cornwall TR7 1TW Registered in England and Wales No. 779848
The guidance or information contained within this website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Wills, Tax and Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts.