Wealth Management

HELPING YOU ACHIEVE YOUR FINANCIAL GOALS

What We Can Do For You…


We take a structured approach to creating a financial plan that’s individually tailored to your current circumstances and objectives, which can be regularly reviewed and updated in line with your evolving aspirations for the future. Our plans are designed to help give you the confidence and reassurance to live the life you want, whilst also being flexible enough to keep pace with any changes you might face.


We are proudly independent, and will review the whole of the market, as we will only ever recommend what is appropriate for you.

At our core, we're all about helping you make the most of your money. Your financial well-being is our top priority, and we're committed to providing advice that's genuinely in your best interest. We take a straightforward approach, and we're passionate about forging lasting connections to help you reach your financial goals.

Independence is our strength. As Independent Financial Advisers, we have the freedom to explore the entire market to find the best solutions just for you. No sales incentives here – we charge a fair fee for our services, ensuring we always act in your best interest.

We're not just experts; we're on a mission to be the UK's most trusted source of lifelong financial guidance. Our in-house specialists in pensions, estate planning, and investments collaborate to bring you the knowledge and experience that's evident in the level of care we provide.

So, why choose us? Picture a world where finance is both understandable and rewarding. Imagine feeling in control of your financial destiny, confident in your plan, and excited about your future returns. It all starts with building a strong, enduring relationship. Our experienced advisers are available across all our offices, ready to offer independent, strategic advice that crafts a clear financial strategy tailored to your evolving business or personal financial needs.

About Us


At our core, we're all about helping you make the most of your money. Your financial well-being is our top priority, and we're committed to providing advice that's genuine.

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.

Investment Services


Whether your financial goals revolve around income or growth, the precise investment strategy you choose is pivotal in securing your future financial well-being.

Environmental Social & Governance investing (ESG)

Corpad Wealth Management has deep-seated roots in Environmental, Social, and Governance Investing (ESG), also known as Socially Responsible Investing (SRI).

Mortgages and Equity Release


Equipped with a seasoned and independent mortgage and equity release team, we are committed to understanding your unique goals.

Pensions and Retirement Planning

Our primary aim is to enhance your financial well-being in retirement, ensuring you attain the retirement lifestyle you envision.

Estate Planning


Your estate represents everything you've accumulated, but one certainty remains – you can't take it with you when you pass on.

Life, Health, and Critical Illness Insurance

We're dedicated to helping you select the most suitable insurance packages to grant you peace of mind regarding your financial protection.

Business Services

At Corpad Wealth Management, we are dedicated to assisting business owners, self-employed individuals, and entrepreneurs in addressing a spectrum of financial planning matters.

Adviser Area 

Document Library

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

Head Office, Unit 4, The Antler Complex, Bruntcliffe Way, Leeds LS27 0JG

Tel: 0113 220 3630

Email: info@corpad.co.uk

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