With over 2 decades of experience in Financial Services, we work closely with our clients to ensure we provide comprehensive financial advice and help them secure a better financial future.
We pride ourselves on the quality of the financial advice 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 investment planning & retirement planning. We regularly revisit each of them to monitor their planning remains the best solution for their individual financial needs in the light of the regular changes to legislation or tax laws.
Corcillium Wealth Management is based in North Hampshire and work with clients far and wide, traveling to meet them in either their homes or workplaces when it is required. Due to the recent Covd-19 issues the country is now facing we are offering our consultations on Zoom, Teams or even Watsapp if it is preferred.
Why not get in touch with our team of financial experts today on 01483 654135 to find out more and book your no obligation consultation.
Highlights, Specialties & Features
- Retirement Planning
- Pension Planning
- Savings Advice
- Life Cover
- Income Protection
- Critical Illness Cover
- Home Insurance
- Wealth Management
- Financial Planning
- Financial Advice
- Financial Advisor
- Divorce Planning
- Wealth Managers
- Inheritance Tax Planning
- Estate Planning
- New Investment Planning
- Protection Planning
Professional Associations & Certifications
- Cert CII
- Bordon, Guildford, Farnham, Farnborough, Alton, Chichester, Petworth, Milford, Godalming, Arundel, Churt, Virgina Water, Ascot, Henley, Hook, Chineham, Basingstoke, Oakley, Sandhurst, Bracknell, Wokingham, Binfield, Aldershot, Fleet
|Address||75 Rowan Close|
I have been providing clients with advice and service over the last 2 decades to help protect and enhance their current circumstances ensuring they are able to achieve realistic goals.
Leon, I have found to be most helpful in guiding me through the process and my general finances. He is very trustworthy and on that premise I have recommended him to several of my friends and family with confidence.
Leon has helped me with remortgaging my flat, a new life insurance and a variety of other financial matters. Leon has been extremely helpful, understanding, professional and patient throughout the whole process. His service has always been exceptional and I would happily recommend him to all of my friends and family.
I am very pleased with the advice Leon has given me as he explains everything in plain English so it is easy to understand and I would thoroughly recommend him to anyone else.
After my divorce I needed to sort out my pension and having met Leon through networking I felt comfortable with any advice he had given me so far. So when it came to actually making a decision on how to proceed Leon made the whole process very easy. During our first meeting we went through so basic questions as well as a detailed questionnaire and I especially appreciated his jargon free down to earth approach. From then on Leon took charge of the whole process, keeping me informed along the way and even chasing my ex-husband’s pension providers, his service and support was exceptional. I would not hesitate to recommend him to anyone.
Leon has been exceptional from day one. He puts across information in a very easy to understand format whilst keeping a highly professional approach. The service we have received from Leon is second to none and would highly recommend him to anyone. We look forward to working with him for many years to come.
From Our Website
In simple terms it is the means by which we take control of our assets during and after our lifetime. Everyone has some form of Wealth however it means different things to different people and effective solutions and management of expectations needs expert advice and guidance. Creation - There are many different ways to CREATE wealth, from looking for the best rates on your savings, to a more complex understanding of how to structure an Investment or Pension portfolio which aims to grow your Wealth for the longer term.
It comes as no surprise that as we get older we start to financially plan for our financial freedom for when we retire and also our family and what we want to leave to them when we depart. A difficult subject to think about and one that many people don't want to talk to their nearest and dearest about. Quite often we find that a lot of our clients will start by searching the net for ideas as well as information on what may be best for them and their circumstances. We feel that this is a good way to start the process but every person is different and will require a strategy that will enable them to have peace of mind for now and the future when it comes to their finances.
Investment planning, financial planning, pension planning, retirement planning and so many other jargon terms are associated with the financial industry and here at Corcillium Wealth Management we want to strip out the jargon. Investment planning is the process of matching your financial resources with your aspirations of how you would like your finances to work for you in the short and long term. To put it simply, it is planning your finances with the aim of achieving the best overall outcomes you can, both now and in the future.
Protection planning is a way of protecting your financial future so that you and your family are financially stable in the short and long term. Whilst also ensuring that their standards of life are secured too. Life protection, critical illness cover, income protection and so many more words are thrown around and we suspect that a lot of people do not understand what any of it means. We strip the jargon away so that you don't need to worry and will have a great understanding of what we are doing and why we are doing it.
Planning your pension is never going to be easy unless you have years of experience in the financial sector and understand the laws of money today. Also, planning your pension is going to be underlined by how much you need, when you need it and how you need it. It will take careful execution and planning to set your mind at ease that your financial future is looked after. Here at Corcillium Wealth Management we start by looking to understand your financial situation and also assessing what it is that you need in the short and long term.
Did you know that on anything over 325k you will be paying what could be 40% tax which could run into thousands and we are certain you will want to save as much money as possible when it comes to inheritance tax. So with a professional financial advisor and the right set up we could help you ensure that you get what you deserve from your inheritance. Corcillium Wealth Management are specialists at ensuring you get what you deserve and that you know what is going on with your finances as and when you need to.
Trust planning is a method used by many people to ease the tax burdens on an inheritance and can often be even better when it is crafted with some great estate planning. Put simply its a way of saving on your taxes and ensuring your well earned money stays with you rather than someone else. We know just how daunting this is and we also know what it takes to ensure your finances are being looked after and working hard for you. With the backing of a very large financial institute (SJP) and a team of very experienced, professional and friendly team members we are well positioned to help you with your trust planning needs.
Who does the cost go to for long term care? Is there any help out there? Can you claim financial assistance? Does the person have an estate to take into account? All of these questions and so many more that you will be looking for help with. Already a daunting task that someone is ill but even more of a task when it is someone you care about so you will want the best for them. We know exactly what it takes to work out the long term care finances and we can ensure you that everything we do is jargon free so you can understand it all.