IFA - Corcillium Wealth Management - Financial Advisers Guildford - Guildford

IFA - Corcillium Wealth Management - Financial Advisers Guildford is a well-known and respected financial advisory firm located in Guildford, UK. With their address at 75 Rowan Cl, Guildford GU1 1PW, United Kingdom, they are easily accessible to clients in the area. Their phone number, 1483654135, is also readily available for potential clients to reach out.

Specializing in financial consulting, financial planning, income protection insurance agency, and investment services, IFA - Corcillium Wealth Management has a wealth of experience in providing financial advice to individuals and businesses. Their team of experts is dedicated to helping clients achieve their financial goals and secure their financial future.

One of the key features of IFA - Corcillium Wealth Management is their commitment to accessibility. Their office is wheelchair-accessible, and they offer on-site services to accommodate clients with mobility issues. They also pride themselves on being an LGBTQ+ friendly and transgender safe space, ensuring that all clients feel welcome and comfortable.

In addition to their on-site services, IFA - Corcillium Wealth Management also offers online appointments, making it easy for clients to schedule consultations from the comfort of their own homes. They understand that life can be busy, and they strire to make financial planning as convenient as possible.

With an average opinion of 4.6/5 from 5 reviews on Google My Business, IFA - Corcillium Wealth Management has a strong reputation in the community. Clients have praised their knowledgeable and approachable team, as well as their ability to provide clear and actionable financial advice.

If you are looking for a financial advisor in Guildford, IFA - Corcillium Wealth Management is an excellent choice. Their expertise, accessibility, and commitment to client satisfaction make them a standout in the industry. To learn more about their services and schedule a consultation, visit their website at corcilliumwealthmanagement.co.uk. Take the first step towards securing your financial future today.

Reviews of IFA - Corcillium Wealth Management - Financial Advisers Guildford

Elaine Spurrier

5/5

We found Corcillium , (Leon) a very professional business to deal with, conscientious and extremely efficient, with a great knowledge of a range of investments, and can tailor them to your requirements. We would recommend this company to help plan your future finances. We have dealt with them for several years, and we have been given good, sound financial advice, which we have benefitted from.

Nigel Kirby

4/5

I've worked with Leon for a few years now, who has at every step been professional and good quality in his approach to my investments. He takes the time to understand the client and to approach the investments and their management with thought and consideration.
He is detailed, explains the ongoing development of the finances and is pragmatic in his proposed approaches to the portfolio. I would recommend him as a financial manager.

Linda Dodd

5/5

I came across CWM online after looking for some guidance on my pension. Leon was so fantastic and explained everything in a way that made sense to me and untangled a lot of the jargon. I would highly recommend CWM

Sally

4/5

I’ve only been using CWM for a while and found them very informative. Leon explained everything on just the right level that even a novice could understand.

Russell Paget

5/5

A great all round financial planning service. Thank you ?