Frequently asked questions
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.
Complaints Policy
We understand that providing exceptional service means more than meeting expectations—it’s about addressing concerns with care and efficiency. This guide outlines how you can share any feedback or raise a complaint with us. Our priority is to ensure that, should an issue arise, it is resolved swiftly and to your satisfaction, in line with our commitment to personalised, attentive service.
Conflict of Interest Policy
At Cornerstone, integrity is at the heart of everything we do. This policy ensures that we remain transparent and impartial, always putting your best interests first. By identifying and managing any potential conflicts of interest, we protect the fairness and objectivity of our service. This guide explains how we handle conflicts to maintain the highest standards of trust, so you can be confident in our commitment to you.
Client Classification Policy
We believe that every client is unique, which is why we tailor our approach to your individual needs. This guide explains how we classify clients to ensure you receive the right level of service and support, based on your personal goals and circumstances. By understanding your classification, we can better align our solutions with your expectations and offer the bespoke service you deserve.
Best Execution Policy
Our priority is to ensure that every decision we make reflects our commitment to delivering the best outcomes for you. This policy outlines how we strive to achieve the best possible results when executing your financial transactions. By carefully selecting the most appropriate platforms and providers, we ensure that your investments are managed with the highest level of care and diligence, aligning with your specific goals and needs.
Privacy Policy
We keep your personal data safe. This privacy notice explains how we use any personal information we collect about you and explains your rights in relation to your personal data we hold.
CUSTOMER FRAUDAWARENESS
We want to help protect you from the increasing threat of fraud and investment scams. In this document we explain how we contact you, what we will and won’t ask you, and how you can do things to make sure your money and personal information stays safe.
Your guide to making a complaint
