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.
Served areas
- 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
Highlights and features
- Retirement Planning
- Pension Planning
- Savings Advice
- Life Cover
- Income Protection
- Critical Illness Cover
- Home Insurance
- Mortgages
- Wealth Management
- Financial Planning
- Financial Advice
- Financial Advisor
- Divorce Planning
- Wealth Managers
- Inheritance Tax Planning
- Estate Planning
- New Investment Planning
- Protection Planning
Associations and certifications
- Cert CII
- DipFA
Follow us
Services
For financial advice that you can trust our financial advisers here at Corcillium Wealth Management will help make your financial goals a reality. Whether you need investment planning, financial planning, retirement planning, wealth management, pension planning, or you are just looking to see what your options are our financial advisers can help.
People
Reviews (11)
Nigel Kirby
Jun 11, 2021
I've worked with Leon for a few years now, who has at every step been professional and good quality in his approach to my investments. He takes the time to understand the client and to approach the investments and their management with thought and consideration. He is detailed, explains the ongoing development of the finances and is pragmatic in his proposed approaches to the portfolio. I would recommend him as a financial manager.
Sally
May 21, 2021
David Paget
Feb 20, 2021
Nigel Kirby
Feb 02, 2021
I've worked with Leon for a few years now, who has at every step been professional and good quality in his approach to my investments. He takes the time to understand the client and to approach the investments and their management with thought and consideration. He is detailed, explains the ongoing development of the finances and is pragmatic in his proposed approaches to the portfolio. I would recommend him as a financial manager.
David Paget
Oct 27, 2020
Linda Dodd
Dec 30, 2019
R. Redpath
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.
A. Recker
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.
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.
Lawrence Barnes
Nadia Schicchi
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.
Jan Taylor