Director Kay Todman heads a small team of expert financial advisors in the heart of Newquay, Cornwall. With many years of experience in the Financial Services Industry, Kay is an integral part of the local community in Cornwall. Having lived and worked in Newquay and the surrounding areas for much of her working life, Kay has developed a reputation for professional, personal advice, regardless of the budget available.Kay began her career in the industry in 1996, first with Albany Life, then Lincoln Financial, before finally joining Newquay Investment Services. With a vast range of experience in Mortgages, Equity Release, Pension Planning, Life and Critical Illness Protection, Family Protection, Business Partnership Protection, and Savings and Investments, Kay helped lead the transition to Fistral Financial Services Ltd in 2009. With a firm emphasis on personalised service and advice, Fistral Financial Services retained the existing client base and expanded to meet the needs of a wider audience.Today, Fistral Financial Services continues to steer clients through the many avenues of personal and business finance in Newquay and the rest of Cornwall.
If you’d like to see how to make your finances work for you, contact Kay and the team:
Tel: 01637 850309
Post: Fistral Financial Services Ltd, Fistral Suite, 4/6 Crantock St. Newquay, Cornwall, TR7 1JS
Out of hours appointments are available by prior arrangement.
The Fistral Financial Services office is located on the first floor, above Newquay Insurance Solutions.
Fistral Financial Services Ltd areauthorised and regulated by the Financial Conduct Authority. (FCA Registration No: 514020)