About Corpad Wealth Management

Experienced in all aspects of personal financial planning, we provide holistic advice to make sure you have the right strategy in place to achieve your financial objectives, throughout every stage of life.
Corpad’s wealth management team will help you to build, grow, protect and preserve your wealth.We provide a fully independent financial planning service, to help you to achieve your financial goals and aspirations, at all life’s stages. Our aim is to build long-term client relationships; and we see successful financial planning not as a one-off event, but as a lifelong journey, together.We’ll work closely with you to ensure that you receive high-quality financial advice and support. Our ongoing review service is a key part of our offering, making sure that your plans stay on track and giving you confidence in your financial future.Our investment solutions work in harmony with your long-term plans for a truly holistic wealth management service. Together, we’ll create a bespoke portfolio for you, using the right blend of investments to grow and preserve your financial assets.We’ll take the time to understand what you want your investments to achieve, tailoring our advice to meet your objectives while ensuring that you’re comfortable with the balance between risk and reward.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

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