Independent Financial Advice in Falmouth, Cornwall - Here When It Matters Most
Whether you’re planning for retirement, protecting your family, or making sense of your finances, David Medland – Chartered Financial Planner with over 15 years’ experience – is here to help.
Your first consultation is completely free, with no obligation to proceed.
Independent Financial Planning Services in Falmouth & Across Cornwall
Pensions & Retirement Planning
Planning for the retirement you want takes time – and the earlier you start, the better placed you’ll be. David provides personalised pension advice tailored to your circumstances, goals, and timeline, helping you build a clear picture of your financial future.
Protection Insurance
Life is unpredictable. Protection insurance ensures that if the worst happens – illness, injury, or death – you and your loved ones won’t face financial hardship on top of everything else. David can help you find the right cover at the right price.
Private Medical Insurance
With NHS waiting lists continuing to grow, private medical insurance gives you and your family faster access to treatment, a choice of specialist, and greater peace of mind. David works with the UK’s leading insurers to find cover that suits your needs and budget.
Investments
Whether you’re looking to grow a lump sum or invest regularly, good investment advice starts with understanding your goals and your attitude to risk. David takes the time to understand your situation before recommending a solution that’s right for you.
Estate Planning & Intergenerational Wealth Transfer
Protecting and passing on your wealth requires careful planning. From inheritance tax mitigation to setting up family investment plans and trusts, David helps families in Falmouth and Cornwall build a joined-up strategy for their financial legacy.
Not sure where to start? A conversation costs nothing - and it could make all the difference.
Trusted Independent Financial Adviser in Falmouth - David Medland, APFS
David Medland is a Chartered Financial Planner based in Falmouth, Cornwall, with over 15 years’ experience helping individuals, families and business owners make confident financial decisions. He holds the Advanced Diploma in Financial Planning and specialist qualifications covering pensions, tax planning, mortgages and long-term care.
As a genuinely independent adviser, David isn’t tied to any particular provider or product range. His recommendations focus on what’s right for you, not what pays the best commission. Having called Falmouth home for over a decade, he brings the same care and attention to every client relationship.
- Chartered Financial Planner (APFS)
- Truly independent, personalised financial advice
- Over 15 years' experience helping clients
What Clients in Falmouth & Cornwall Say About Working With David
Independent Financial Advice Across Falmouth & the Wider Cornwall Area
David is based in Falmouth and works with clients across Cornwall, providing expert independent financial advice. Whether you’d prefer a face-to-face meeting at his Falmouth office or a visit in the comfort of your own home, he’s happy to help.
Areas covered include:
- Falmouth
- Penryn
- Truro
- Helston
- The Lizard Peninsula
- Wider Cornwall
From Truro and Penryn to Helston and the Lizard Peninsula, David regularly meets with clients across the county. If you’re unsure whether he covers your area, just give him a call.