Welcome to Cordner Wealth Management
Communication and client satisfaction is at the heart of the business, and we believe this is essential for helping you achieve your financial goals. We are based in Norfolk, providing holistic financial planning, for the Norfolk, Suffolk, and Cambridgeshire areas. We specialise in:
- Protection - personal and business Investment
- Planning - ISAs, Investment Bonds
- Unit Trusts Estate Planning - Inheritance Tax and Trusts *
- Pensions - personal and Auto Enrolment
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
*Trusts and Auto-Enrolment are not regulated by the Financial Conduct Authority.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
SJP Approved 03/04/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
