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.
5.0 Google Rating | 42 Reviews
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 Advice 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 a suite of specialist qualifications covering pensions, tax planning, mortgages, and long-term care – among the highest professional standards in the industry.
As a genuinely independent adviser, David isn’t tied to any particular provider or product range. That means his recommendations are always based on what’s right for you – not what pays the best commission. He’s proud to have called Falmouth home for over a decade, and brings the same care and attention to every client relationship that he’d want for his own family.
What Clients in Falmouth & Cornwall Say About Working With David
Lisa Brown
Google Review
I would recommend David Medland as an IFA to anyone. I find his experience and advice invaluable and there is never any hard sell. He works on the best option for your personal circumstance.
Ian McDonnell
Google Review
David has helped with my retirement planning for a good few years now and is extremely professional and very knowledgeable. Always at the end of the phone to discuss things.
Patrick Clapham
Google Review
David was very professional and friendly and made us feel very welcome. His expertise was very welcoming helpful. We would definatly recomend his services to frends and family in the future.
Independent Financial Advice Across Falmouth & the Wider Cornwall Area
David is based in Falmouth and works with clients across Cornwall – whether you’d prefer to come into the office for a face-to-face meeting, or speak over a Teams call from the comfort of your own home. No matter where you are in Cornwall, expert independent financial advice is closer than you think.
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 – he’s always happy to help.