Ian has over 25 years experience in the financial service industry and prides himself on ensuring that customers are getting the best quality advice from the team of regulated advisers in the regulated firm of which Allshore Associates forms a part.
In addition, Ian has his own clients to look after, mainly in the areas of pensions, investments, savings, and in later life issues such as equity release, long-term care, and estate planning.
Ian holds the highly reputable diploma in financial planning from the Chartered Insurance Institute.
If you wish to discuss any of the above, or just have another financial issue that you wish to discuss, please contact Ian on:
01726 829 871 or 07971 878306
Andrew has over 5 years experience in the financial services industry, and until taking the reins of Allshore Associates, he worked for ‘the Queens bank’ – Coutts in London, where he provided wealth management advice to high-net-worth clients.
Andrew now focuses on providing independent mortgage and protection advice to his new clients in Cornwall, as well as exploring other potential areas of financial needs he may spot, given his previous experience. Andrew enjoys the challenge of being able to find financial solutions for those clients where they did not think it was possible.
Andrew holds various qualifications, including the Certificate in Mortgage Advice, the Certificate in Equity Release, plus the highly respected Certificate in Private Client Investment Advice & Management.
If you wish to discuss mortgage, protection or equity release advice, or any other financial issue, please contact Andrew on:
01726 829 871 or 07852 159595
Ashley has over 10 years experience in the financial services industry, focusing mainly on mortgage and protection advice.
Ashley has established a large client base, of which appreciate his fast thinking and dynamic approach to finding tailored solutions for their needs. He understands that a financial relationship is for life, and not only provides his clients with solutions for today, but is forward thinking to ensure there is a long-term plan in place for their future financial needs.
Ashley holds the Certificate in Mortgage Advice, as well as the Certificate in Equity Release.
If you wish to discuss mortgage, equity release or protection advice with Ashley, please contact him on:
01726 829 871 or 07976 926199
Sam is the latest member of the Allshore team joining in 2018 from our partner firm Atlantic Coast in Perranporth where he qualified as a Mortgage Adviser. He is fast building up his client bank through quality mortgage advice and friendly, approachable manner. Priding himself on his caring attitude, and willingness to go the extra mile for his customers, Sam strives to provide the best service in St. Austell today.
Whether you’re looking at gaining your first step on the mortgage ladder via a purchase under one of the governments’ ‘Help-to-Buy Schemes’, buying or remortgaging a Residential or Buy to Let property, or perhaps require Life Cover, Income Protection or other insurance, he is always happy to help.
If you wish to discuss a Mortgage or any Protection arrangements, please contact Sam on:
Often ‘out & about’ seeing customers in their home or place of work so call his mobile on 07768172118, leave a message on the office line 01726 829871 Or drop into the office and ask for Sam by name.