HOW WE WORK

We deeply understand the significance of selecting a trustworthy and expert Financial Adviser. When you opt for Corpad Wealth Management, you can be assured of our commitment to prioritise you and your financial objectives in every decision we make.

Initial Meeting Your journey commences with a face-to-face meeting with your dedicated and highly qualified Adviser. They will attentively listen to your financial needs. Importantly, the first meeting is offered at no cost and without any obligation.

The Next Stage Should you decide to proceed, your Adviser will provide you with well-defined recommendations and you will be assigned a member of our New Client Team, working in conjunction with your Adviser. Together, they will guide you through each stage of the process until its completion.

Ongoing Support If you've chosen to engage in our ongoing financial advice services, you will maintain regular contact with your Adviser. During these interactions, we will assess the progress of your plans and address any new needs or objectives for you and your family.

Investment Portal Depending on the investment services you have engaged with us; we provide an online portal. This portal ensures 24/7 access to your valuations and delivers industry insights and relevant information tailored for you and your family.

Corpad Wealth Management Ltd is an Appointed Representative of Holyoakes Group Ltd, which is authorised and regulated by the Financial Conduct Authority.