Corcillium Wealth Management
Corcillium Wealth Management is an independent financial advisory firm that offers financial planning services. They focus on investment, pension, retirement, and estate planning to assist clients in managing their wealth.
- Tax Planning
- Will Writing
- Trust Planning
- Long Term Care
- Savings Advice
- Estate Planning
- Inheritance Tax
- Mortgage Advice
- Pension Planning
- Wealth Management
- Financial Planning
- Cash Flow Planning
- Investment Planning
- Retirement Planning
- Protection Planning
Competitors
Absolute Financial Management provides independent financial, wealth, and mortgage advice to help clients achieve their financial goals.
Strategy Wealth offers independent financial advice, focusing on pensions, investments, protection, and financial planning tailored to individual client needs.
Lloyd & Co Financial Planning is an independent financial advisory firm based in Southport, Merseyside, dedicated to providing tailored financial advice to individuals and businesses.
Company Details
Corcillium Wealth Management is operated by 2 Plan Wealth Management Limited and is a Active company incorporated on 14 November 2006 with the registered office located in Leeds, West Yorkshire. 2 Plan Wealth Management Limited was registered 18 years ago.
Status
Active
Size
Medium
Directors
6
Age
18 years old
Employees
84
Turnover
£88.68M
Total Assets
£24.02M
Cash in Bank
£10.35M
Total Liabilities
-£13.47M