Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Malcolm Shiers

Independent Financial Adviser

I have over 30 years experience in financial services, and have been independent for over 20 years. I am able to advise on all mortgage, investment, retirement, protection and estate planning needs.

Whether you are buying your first home or releasing equity from your last, protecting your family or preserving your inheritance, planning for retirement or investing for your future, I have the qualifications and experience to assist you.

As an Independent Financial Adviser, my aim is to help my clients take each step along their financial journey and to develop a trusted working partnership with them and their family to deliver both excellent value and quality advice for the long-term.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Liskeard

Covers

Cornwall, Devon

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Liskeard

Covers

Cornwall, Devon

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