Financial Planning And Advice Services.
With over 2 decades of experience in financial planning, investment planning and wealth management, we work closely with our clients to ensure we provide a comprehensive service (across Guildford and Basingstoke) and advice to help them secure a better financial future.
We pride ourselves on the quality of the financial advice and planning we provide and our ability to tailor our recommendations to each and every client’s individual needs, by listening and understanding our client’s financial goals and priorities.
Working with both individual and corporate clients across the spectrum of financial services we provide, we specialise in pension planning, investment planning & retirement planning. We regularly revisit each of them to monitor their financial planning and ensure their plan remains the best solution for their individual needs in light of the regular changes to legislation or tax laws.
Corcillium Wealth Management is based Near Basingstoke in North Hampshire (with an office also in Guildford, Surrey) and work with clients across Guildford, Farnborough, Farnham and Basingstoke, traveling to meet them in either their homes or workplaces when it is required. During the current Covid lockdown we are offering our financial planning consultations on Zoom, Teams or even Whatsapp to ensure we meet the current Covid Safe requirements.
Why not get in touch with our team of financial planning advisers today on 01483 654135 (Guildford Office) or 01252 210135 (Basingstoke Office) to find out more about our financial planning services and book your no obligation consultation.