Independent Investment and Trust Advice

Duchy Wealth Management provides Independent Financial Advice to its clients to help them achieve what is really important to them and those they love.

We are committed to providing a long term and sustained relationship and believe strongly in balancing the need for longer term planning with the positive power of living each day in full along the journey.

Are you looking for an adviser who will provide you with ongoing advice and understanding?

One that means that you can be confident that you have made the right decisions to help achieve what is important to you and live the retirement you really want?

Duchy Wealth Management is based in Cornwall and we specialise in serving clients with overall property, investments and assets of more than £1 million.

Investment Updates

Personal allowances: the winners and losers

The most aggrieved will be those turning 65 during 2013/14……

State Pension Reform – Simpler and Better?

just as the present state pension system will not provide a decent standard of living in retirement, neither will the single-tier system. But it will be simpler…

ISA time: and add still more in the future…?

The politics are particularly tempting given that the 10% savings rate band is a hangover from Gordon Brown’s era as Chancellor

RPI Survives!

In recent years, the RPI has fallen out of favour…

This site is intended for UK consumers. The FSA does not regulate Will Writing, and some forms of tax and estate planning.

The information contained within our Updates and News Updates sections has been pre published and contains references to taxation, legislation, regulation or other issues or concerns which may no longer apply.

Registered in England & Wales at Hawthorne Farm, Perranwell Station, Truro, Cornwall TR3 7LY. Registered number: 6117191. Duchy Wealth Management Limited is an appointed representative of Sesame Limited, which is authorised and regulated by the Financial Services Authority.