Why Choose Me as your Independent Financial Adviser?

Finding the right financial adviser can be one of the most important decisions you’ll make for your financial future. It’s not just about numbers — it’s about trust, understanding, and a clear plan that is personally tailored to you.

If you’re wondering why you should choose me as your independent financial adviser, here’s what I believe sets me apart.

🧩 Personalised Advice — Because No Two Journeys Are the Same

Financial advice isn’t one-size-fits-all. Your circumstances, goals, and worries are unique.

I take time to truly listen — understanding your values, ambitions, and what matters most to you. From business owners looking to protect their legacy, to professionals planning their retirement, I craft strategies that reflect your life, not just your portfolio.

🔍 Clarity and Transparency — No Jargon, Just Straight Talk

Financial topics can feel overwhelming.  My job is to make things clear and simple. You’ll never be met with complicated language or pressure to act quickly.

I believe that informed decisions come from clear communication. You’ll always know where you stand, what your options are, and why I recommend a particular approach.

🤝 Partnership and Trust — Your Goals Are My Goals

Financial advice is a relationship, not a transaction.

I’m here for the long haul — adapting your plan as life changes and markets shift. Whether you’re navigating business challenges or approaching retirement, I’m a reliable partner who will put your interests first.

You work hard for your money, let us help your money work hard for you.

💡 Practical, Real-World Guidance

Advice should be actionable and grounded in reality.

I combine technical knowledge with practical solutions — making sure your financial plan is not just sound on paper but works for you day-to-day.

From cashflow management to investment strategies and tax planning, I aim to simplify complex decisions so you feel confident and in control.

The Financial Conduct Authority does not regulate Cashflow Planning.

Taxation is not regulated by the Financial Conduct Authority.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

📋 What To Expect When Working With Me

• A thorough, tailored financial review — to get a full picture of your situation.
• Clear explanations and honest advice — so you understand every step.
• A plan aligned with your priorities — flexible and adaptable over time.
• Ongoing support and regular check-ins — your adviser isn’t just for a single meeting.
• Access to trusted specialists if needed — ensuring comprehensive advice beyond my expertise.

🚀 Practical Takeaways for You

• Look for an adviser who prioritises you — your story, goals, and peace of mind.
• Choose someone who explains things clearly, so you always feel confident about your decisions.
• Find a long-term partner who will adapt your plan as life evolves, not just sell you a product.
• Work with an adviser who offers practical solutions that make a real difference in your life.

🤔 Ready to See What Real, Personal Financial Advice Feels Like?

If you’re seeking an adviser who listens, explains, and walks alongside you through life’s financial twists and turns, I’d love to hear from you.

Let’s start a conversation — no pressure, just clarity and confidence for your financial future.

Call me today on 01483 654135 or book straight into my diary by clicking here

Corcillium Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270