Corpad’s wealth management team will help you to build, grow, protect and preserve your wealth.
We provide a fully independent financial planning service, to help you to achieve your financial goals and aspirations, at all life’s stages. Our aim is to build long-term client relationships; and we see successful financial planning not as a one-off event, but as a lifelong journey, together.
We’ll work closely with you to ensure that you receive high-quality financial advice and support. Our ongoing review service is a key part of our offering, making sure that your plans stay on track and giving you confidence in your financial future.
Our investment solutions work in harmony with your long-term plans for a truly holistic wealth management service. Together, we’ll create a bespoke portfolio for you, using the right blend of investments to grow and preserve your financial assets.
We’ll take the time to understand what you want your investments to achieve, tailoring our advice to meet your objectives while ensuring that you’re comfortable with the balance between risk and reward.
Proper investment planning is not a one-off event – it is a dynamic and evolving process that takes account of changing circumstances and makes sure that you continue to meet your objectives in an ever-changing world. We’ll ensure at outset that your investments have the flexibility you need; and we’ll provide ongoing support to make sure that you stay on track to meet your financial goals.
Personal & Business Protection
We all want the plans we make to come good; but making sure that you, your family or your business can cope if you fall ill or die is something that is all too easily overlooked.
Insurance is a powerful and cost-effective way to protect your family and business. Used correctly, it means that if you were no longer here, or you were faced with a serious health issue; then at least you and your family won’t need to worry about money.
The most common insurance-based solutions include:
– life cover
– critical illness
– income protection
– private medical insurance
We’ll tailor a plan specifically for you; and we deal with the whole of the protection market to make sure that you have the right cover in force for your needs, at the right time, at the right cost.
Corpad Wealth Management Ltd, Registered in England No. 11271842. Registered Office: Axis House, Nepshaw Lane South, Leeds, United Kingdom, LS27 7JQ
Corpad Wealth Management is an Appointed Representative of Holyoakes Group Limited, which is authorised and regulated by the Financial Conduct Authority Holyoakes Group Limited is Registered in England No. 05328832. Registered Office: 7 Sugar Brook Court, Aston Road, Bromsgrove, B60 3EX
Corpad Wealth Management Ltd is entered in the FCA’s register under reference 939654
Not all services are regulated by the Financial Conduct Authority
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk