Corcillium Wealth Management

Welcome to Corcillium Wealth Management, an award-winning Independent Financial Advice (IFA) company based in Guildford. We have a proven track record of providing top-notch financial services, including pension planning, investment advice, wealth management, long-term care planning, and retirement planning. Our friendly and professional team of independent financial advisers are dedicated to helping you achieve your financial goals and set your mind at ease. With decades of experience and many satisfied customers in Guildford, Farnham, Farnborough, Bordon, Alton, Basingstoke, and Camberley, you can trust us to provide solid and independent financial advice that you can rely on.

Our Services

At Corcillium Wealth Management, we offer a wide range of financial services tailored to your unique needs. Here are some of the services we provide:

Financial Planning

Financial planning involves creating a comprehensive and actionable plan that will help you achieve your financial goals. We take the time to understand your financial aspirations and work with you to create a plan that is tailored to your needs. Our financial planning services include cash flow planning, savings advice, and tax planning.

Investment Planning

Investment planning is all about making informed decisions about how and where to invest your money. We have the expertise and tools to help you create an investment strategy that aligns with your goals and risk tolerance. Our investment planning services include investment advice, portfolio management, and investment performance monitoring.

Pension Planning

Planning for your retirement is essential, and we understand that pension planning can be complex. That is why we offer a comprehensive pension planning service that will help you navigate the world of pensions and create a plan that ensures you have a financially secure retirement. Our pension planning services include pension advice, pension reviews, and pension consolidation.

Retirement Planning

Retirement planning involves creating a plan that will provide you with the income you need to live the lifestyle you want in retirement. We have the expertise and experience to help you create a robust retirement plan that will give you the peace of mind you deserve. Our retirement planning services include retirement income planning, annuity advice, and equity release.

Protection Planning

Protecting your assets and income is crucial in ensuring your financial security. We offer a protection planning service that will help you protect yourself and your loved ones from the financial impact of unexpected events such as illness, injury, or death. Our protection planning services include life insurance, critical illness cover, and income protection.

Trust Planning

Trust planning is an essential part of estate planning. We offer a comprehensive trust planning service that will help you protect your assets and ensure that they are passed on to your beneficiaries in the most tax-efficient way possible. Our trust planning services include trust creation, trust administration, and trust tax planning.

Estate Planning

Estate planning involves creating a plan that will ensure that your assets are distributed according to your wishes upon your death. We offer a comprehensive estate planning service that will help you create a plan that minimises tax and ensures that your assets are passed on to your beneficiaries in the most efficient way possible. Our estate planning services include will writing, inheritance tax planning, and probate advice.

Wealth Management

Our wealth management service is designed to help you manage your investments and assets to maximise your returns and achieve your financial goals. We offer a comprehensive wealth management service that includes portfolio management, investment advice, and financial planning.

Long-Term Care Planning

Long-term care planning involves creating a plan that will provide you with the care you need if you become unable to look after yourself due to illness or disability. We offer a comprehensive long-term care planning service that will help you create a plan that ensures you receive the care you need while protecting your assets.

Inheritance Tax Planning

Inheritance tax can significantly reduce the value of your estate that you can pass on to your beneficiaries. We offer a comprehensive inheritance tax planning service that will help you minimise your inheritance tax liability and ensure that your assets are passed on to your beneficiaries in the most tax-efficient way possible.

In conclusion, Corcillium Wealth Management is an award-winning IFA company that provides a wide range of financial services tailored to your unique needs. We are