Corcillium Wealth Management

Financial Adviser in Guildford, Surrey

I have been within Financial Services since 1998, where my career started in a Building Society. With my caring and understandable approach to my clients I naturally progressed into an advisory role.


Based in Guildford, I provide wealth management advice to clients throughout Surrey & Hampshire, and more widely throughout the South East of England.


I am commitment to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, this, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able offer a rounded, professional and principled service.


I see my approach as problem-solving for my clients - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.


I am a Dementia Champion. As a volunteer I run free Dementia Friends sessions helping to raise awareness of those living Dementia.


To date I've run Dementia Friend sessions in workplaces, care homes and local libraries. If you wish to become more aware of Dementia and the impact this can have on daily living, feel free to contact me to run your session.


Charity is also important to me and I regularly give and participate in events. If you wish to get involved please visit the St. James Place Foundation, you can find the details under the Why St. James Place tab on my website.


Outside of my business, I am devoted father of two gorgeous children (if I do say so myself).

Contact Details

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Phone      

01483 654 135

 

Address  

Corcillium Wealth Management
75 Rowan Close
Guildford
GU1 1PW

List of Services

Investments

  • Bonds
  • BPR
  • Investments
  • ISAs
  • Unit Trusts

Pensions

  • Auto Enrolment
  • Personal Pensions
  • Drawdown*
  • Defined benefit advice
  • Occupational Pension
  • SIPP
  • SSAS

Personal Insurance

  • Critical Illness
  • Decreasing Term
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Level Term
  • Permanent Health Insurance
  • Whole of Life

Business Insurance

  • Key Person
  • Share Protection
  • Group Life
  • Group Income Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

Trusts are not regulated by the Financial Conduct Authority.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

 

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief is generally dependant on individual cirmcumstances.

 

* Inflation will reduce what you can buy in the future with the proceeds of your investment. The aim of the investment is to provide an income for your retirement. The level of income available in retirement will depend on the level of contributions, the performance of your investment, how much is deducted for charges, the taxes that must be paid and what rate is used for converting your fund into an income. The tax rules could also change unexpectedly and this may reduce how much you get back from your investment.

Corcillium Wealth Management Ltd is registered in England and Wales. Registered Office: 75 Rowan Close, Guildford, GU1 1PW.

 

The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

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