Services We Offer

As our client you can expect a range of services focused on your long term financial security.

We at Renfree Wealth Management Limited offer Whole of Market independent financial services. Our approach is simple, you tell us your goals and we can work towards getting these in place for you. Our experience covers all aspects of personal and commercial financial planning, including savings and investments, estate planning, pensions, protection and mortgage referrals.

Investments

Pensions

Protection

Mortgage Referrals

Get a personal consultation

Call or email us to discuss your needs, arrange a personal visit, or a meeting at our office

Call: 07388 513 910

Our Services

Legal

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.