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We’re a UK-based holistic financial planning firm dedicated to helping individuals, families and businesses protect and grow their wealth.
We offer tailored solutions and guidance for retirement planning, investments, tax planning, insurance, specialist wills, and lasting power of attorney.
Success looks different for different people. That’s why we offer an entirely personalised service for each of our clients.
We pride ourselves on offering the highest level of care and attention. All of our bespoke solutions are tailored to your exact goals and circumstances and we also operate with an open-door policy, giving you direct access to the team whenever you need it.
Our first step is all about understanding who you are — your concerns, goals, and aspirations — so we can build a financial strategy that truly reflects you.
We’ll deep dive into your current financial picture and work with you to define your aspirations. Then we’ll complete a discovery process to evaluate your finances and assess your risk tolerance.
The next step is to craft a tailored financial plan that brings your goals into focus. We’ll map out your pensions, savings and investments and use Conquest software to illustrate a clear path towards your desired outcomes.
We’ll walk you through our recommendations and the implications of each decision. Once you’re ready, we’ll put the plan into action. You can leave the complexities to us — we’ll liaise with providers and manage the paperwork, ensuring your plan is executed flawlessly and that you’re confident in every step.
As life changes, so do your financial needs. We’ll keep your plan on track with regular reviews and adjustments, meeting with you at least once a year to ensure your strategy evolves with your life.
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Yes, we provide a diverse array of services and products to craft a comprehensive and personalised portfolio for you. This includes financial planning and management, wealth planning, investment advice, estate planning, and retirement planning. While we cover many aspects of financial well-being, please note that mortgage arrangements are not part of our services.
All of our advisers are at least level 4 qualified to give financial advice in the United Kingdom. Multiple of our advisers are level 7 qualified and chartered and also hold extra, specialist qualifications. We are happy to provide their proof of qualifications on request.
We are an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Cornerstone Wealth Planning Ltd is entered on the FCA register (www.FCA.org.uk) under no. 1010387. Registered office: The Coach House, Nettleworth Manor, Leeming Lane North, Mansfield, NG19 8LJ
You can check for yourself that we are compliant below on the financial services register;
https://www.fca.org.uk/firms/financial-services-register
https://register.fca.org.uk/s/firm?id=0014G00003EccllQAB
Mostly no, our goal is to understand each client holistically and build a long-term relationship that addresses their diverse goals. To achieve this, each adviser is able to manage all aspects of your wealth planning journey, ensuring everything works together seamlessly to deliver the best possible outcomes.
We do have an estate planning specialist who is able to guide you through the Wills and Lasting Powers of Attorney process.
We offer a flexible fee structure tailored to your specific circumstances, with complete transparency so you can always see exactly what you are paying and why. Everything is explained and agreed upon in advance, ensuring there is no confusion at any point.
2plan wealth management Ltd is one of the leading wealth management networks in the UK. Their head office administration, technology and regulatory teams provide exceptional support to all their financial advisers around the country, enabling us to deliver the best possible service to clients. As an appointed representative, we are free to select products from a very large wealth of providers and we are not tied to a certain provider.
It also offers you, as a client, added protection and access to over 630 product providers, platforms, and mortgage lenders, giving us more options to share with you. Our partnership with advanced technological providers like 'conquest' means we can offer pioneering wealth management solutions. Additionally, 2plan provides us with extra support and resources, allowing us to dedicate more time to working on your plan.
Cornerstone Wealth Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Cornerstone Wealth Planning Ltd is entered on the FCA register (www.FCA.org.uk) under no. 1010387.
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