About US
ABOUT US
Our Core Values
Trust: Building futures, one committed relationship at a time.
Integrity: Helping you navigate your path with knowledge and acumen.
Expertise: Guiding you with unwavering principles.
Empowerment: Encouraging you every step of your financial journey.
- Innovation: Using pioneering wealth solutions today, for tomorrow’s success.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Past performance is not a reliable indicator of future performance and should not be relied upon.
Tax planning and the preparation of Wills and LPA’s is not regulated by the Financial Conduct Authority.
What makes us different
Here at Cornerstone Wealth Planning, our tagline is “Integrity in Every Decision, Empowerment in Every Action”. Let us explain what we think sets us apart in the UK financial advice market.
At Cornerstone Wealth Planning, we don’t just offer financial advice — we build lifelong partnerships founded on trust and integrity. When you work with us, you gain a trusted ally dedicated to understanding your unique financial journey and guiding you every step of the way.
Personal Touch
Exceptional financial planning starts with a personal connection. As a “close-knit” team with the warmth and dedication of a family-run business, we treat every client like our only client. Our bespoke financial solutions are crafted with your specific goals and circumstances in mind.
Total Independence
True independence means putting your needs first always. We’re free from the constraints of parent companies or venture capitalists so we’re able to provide unbiased advice and unfettered access to a huge spectrum of financial products. Every recommendation is made with one goal in mind: your success.
Trusted Expertise
With over 30 years of experience advising high-net-worth clients, our CEO, Mitch, “leads a team” that combines deep industry knowledge with global expertise. We use the latest financial tools and rigorous investment research to deliver cutting-edge advice and strategies for local and international needs.
Access and Support
As part of the 2plan wealth management network, we combine competitive value with robust compliance standards. Our strong partnerships with trusted tax advisors and specialists in wills and lasting powers of attorney ensure every aspect of your financial life is expertly managed. We also have an open-door policy, meaning you have direct access to our team whenever you need.
INVESTING IN YOUR
FUTURE, TODAY
OUR MISSION
To empower, inspire, and guide our community through our expertise, innovative solutions and effective collaboration, while providing a client focused, lifelong experience.
OUR VISION
To empower individuals to make confident financial decisions, by providing knowledge and advice rooted in integrity, as trusted lifelong partners.
TEAM MEMBERS
meet the TEAM
Mitch Hopkinson
CEO & Chartered Financial Planner APFS, Certs CII
Mitch has spent nearly four decades in Wealth Management and is a Level 7 Chartered Financial Planner. He has had various roles including Head of Advice, and Director. He also won the UK Independent Financial Advisor of the Year Award. He decided to create Cornerstone because he wanted to do things differently; and build a firm
that truly puts clients first.
Richard Withers
Chief Operations Officer
With over 25 years of experience in financial services and operational management, Richard is a Chartered Accountant with an MBA and a passion for driving client-centric solutions. His expertise in strategic planning, technology integration, and regulatory compliance has been pivotal in scaling the firm and elevating the client experience.
James Franklin
Financial Planner DipPFS
James launched his financial services career in 2001 as a bank cashier and became a Financial Adviser by 2005. He’s passionate about helping clients achieve their financial goals and thrives in the family-oriented atmosphere of Cornerstone Wealth Planning.
Carol Franklin
Head Paraplanner
Carol started her Financial Services career in the mid-90s as a part-time cashier, progressing to a mortgage adviser and then a Financial Adviser in 2001. For the past decade, she has been a paraplanner, providing technical support to clients and advisers. She is passionate about creating strategies that make a real difference for clients.
John Amor
Head of Governance and Compliance
John provides support in all matters related to Governance and Compliance. He has worked in Financial Services since 1984 in several UK roles, including as a Chartered Financial Planner, and as a Compliance Officer, with major Wealth Management firms. His in-depth experience will be invaluable in building our proposition to align with the Consumer Duty
John Martin
Estate Planner
John has worked in financial services since 1992, starting out as a mortgage adviser. John holds planning qualifications from the Society of Will Writers and from the Society of Trust and Estate Planning Practitioners. He is expert at will writing, creating Lasting Powers of Attorney, and drafting complex Trusts
Louise Hold
Head Administrator
Louise has worked in Financial Services for over 14 years – starting out processing mortgage and life cover applications before transitioning to a Client Relationship Manager role in 2011. She has detailed, in-depth knowledge of financial planning administration and client journey processes.
Zara Kirk
Financial Controller
Zara brings over 24 years of accounting experience to the firm. She started out as a Junior Accountant and progressed into financial management, strategic planning, and team leadership. Having already worked with Mitch for four years, she joined the Cornerstone team when it was founded.
Lianna Wood
Trainee Financial Planner
Lianna studied Business and Financial Management at University and has worked in the Financial Services Industry as a Client Relationship Manager for 5 years. Lianna has always aspired to become a Financial Planner and she completed her Diploma in regulated financial planning in March 2024.
Kerry Cooling
Client Administrator
Anna Broadhead
Marketing and Executive Manager
Luke O’Brian
CEO &Co-Founder
John Doeian
Director
Blake Tyson
President
Dorean Sean
Vice President
Sara Blake
Manager
Tim Morris
Senior Executive
Natelie Rush
Chiarman
John Snow
Junior Executive
