Wolf Rock Financial Planning

Wolf Rock Financial Planning At Wolf Rock Financial Planning we provide a highly technical and bespoke service to our clients, in a fully independent and whole of market manner.

Wolf Rock Financial Planning was founded to guide our clients through the valuable but sometimes treacherous waters of investing, by recommending the safest passage to your financial goals. Based at Truro in Cornwall, only 39 miles from Wolf Rock itself, we advise clients throughout the South West, as well as the greater UK, on a wide range of financial planning matters. Our specialist expertise f

ocus on the following financial planning areas: pensions and retirement planning, investments, tax planning, care fee planning, trusts, equity release, wills and powers of attorney. We offer a free initial general financial review for all potential customers, which allows us to identify your needs, how we can help and what costs would apply. There is no pressure to accept our advice, and when you are fully informed it is at your discretion whether you would like to proceed, and over what timescale.

© 2023 All Rights Reserved. Wolf Rock Financial Planning is a trading style of Sculthorp Services Limited and is authorised and regulated by the Financial Conduct Authority. Sculthorp Services Limited is entered on the FCA register (https://www.fca.org.uk/register) under reference FRN: 987288. Registered address: Highgrove House, Threemilestone, Truro, TR4 9NH. Company Registered in England, Registration Number 13903878. The Financial Ombudsman Service (FOS) is an agency for arbitrating an unresolved complaint between regulated firms and their clients. Full details of the FOS can be found on their website www.financial-ombudsman.org.uk.

🌷🐣 EASTER GIVEAWAY! 🐣🌷You may have spotted us out and about at local events such as the Royal Cornwall Show, where we lo...
31/03/2026

🌷🐣 EASTER GIVEAWAY! 🐣🌷

You may have spotted us out and about at local events such as the Royal Cornwall Show, where we love meeting people face to face and chatting all things financial planning. If you’ve visited our stand before, you might already know we often run hamper giveaways, although usually not quite as chocolate-filled as this one!

To celebrate Easter, we’re giving one lucky winner this gorgeous Cornish chocolate hamper filled with treats from our friends at The Cornish Chocolate Company. Trust us, their handcrafted goodies taste as good as they look!

To enter, simply:
✅ Like the Wolf Rock Financial Planning page
✅ Share this post

For a bonus entry, follow us on Instagram .

The giveaway will close at Midnight on Monday 6th April.
Our winner will be drawn on Tuesday 7th April.
Open to UK entrants only .
Please note: we will never ask for payment details or send links to claim your prize.
This giveaway is not sponsored, endorsed or administered by Facebook.

Good luck everyone and happy Easter from all of us at Wolf Rock Financial Planning!

Did you know?At our client meetings, we like to make things a little more special by serving Tregothnan tea, alongside d...
14/03/2026

Did you know?

At our client meetings, we like to make things a little more special by serving Tregothnan tea, alongside delicious treats from The Cornish Chocolate Company

We’re always proud to support brilliant Cornish producers, so it’s great to see these fantastic brands also featured by Great Cornish Food

A perfect pairing for a good conversation and a great meeting.

We’re absolutely delighted to be attending The West Country Women Awards International Women's Day event at the Crowne P...
06/03/2026

We’re absolutely delighted to be attending The West Country Women Awards International Women's Day event at the Crowne Plaza Hotel in Plymouth, with our sister brand Cornwall Will Writing!

An incredible day filled with aspirational and inspiring speakers who are sharing their insights, experiences, and visions for the future.

📚 Tuition fees in England are on the rise! New government plans are set to put fees on a path to surpass £10,000 in comi...
14/01/2026

📚 Tuition fees in England are on the rise! New government plans are set to put fees on a path to surpass £10,000 in coming years. If you’re planning on university or supporting someone who is, now is a good time to read up.

Read more here: https://wolfrockfp.co.uk/tuition-fees-head-to-10000/

Address

Highgrove House
Threemilestone
TR49NH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441872301116

Website

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