At Cormack Wealth, we make it personal. When clients trust us with their finances to create the life they want, that is our biggest privilege. We go above and beyond to take the jargon away from discussions, simplifying the financial planning journey whilst making it a positive and memorable experience. Our clients will walk away from any meetings they have with us, feeling comforted and happy that their finances are looked after.
As a family business, we know how important family is, looking after yourself and your loved ones. It matters to us that our clients feel they are in good hands, and that their finances are working hard to provide financial peace of mind now and in the future.
Every client is different and that is the principle that guides the way we work. Each of our client’s has a unique set of circumstances, so we take a personal approach. We work with clients from all kinds of backgrounds – including business owners, private clients and sports professionals.
It is important to have a financial plan because without one, your financial and life goals are just a wish. There is a good saying in life, if you plan to invest, invest in your planning first.
We work with clients locally in Edinburgh and across the UK, making sure their goals are not a wish, but are brought to life through bespoke financial planning.
The value of your investment can go down as well as up. You could get back less than you invested.
Cormack Wealth 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). `The St. James's Place Partnership' and the title `Partner Practice' is the marketing term used to describe St. James's Place representatives. Cormack Wealth is the trading name of Cormack Wealth Management Ltd.
SJP Approved 23.5.25
Company Details
- Employees
- 5
- Founded
- -
- Address
- 22 Drumsheugh Gardens, Edinburgh,city Of Edinburgh Eh3 7rn,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cormackwealthmanagement.co.uk
- Keywords
- Wealth Management, Retirement Planning, Investment Planning, Life Assurance, Specialist Insurance, Employee Benefits, Corporate Client Advice, Wealth Protection, Financial Life Planning, Business Investment Planning and Protection, Pension Planning, Inheritance Tax Planning, Estate Planning.
- HQ
- Edinburgh, City of Edinburgh
Cormack Wealth Questions
Cormack Wealth's website is cormackwealthmanagement.co.uk
Cormack Wealth's LinkedIn profile is https://uk.linkedin.com/company/cormack-wealth
Cormack Wealth has
5 employees.
View email and phone details for 5
employees at Cormack Wealth.
Cormack Wealth's industry is
Financial Services
Cormack Wealth's top competitors are
Buchan Wealth Management Ltd,
Entrepreneur Me Education,
Behavioural Finance,
Quantum Sport,
Mchb Wealth Management,
Balmoral Asset Management Ltd,
Kilgour Wealth Management Ltd,
Ramsay Asset Management,
Heritable - Financial Planning And Mortgages,
Forth Capital.
Cormack Wealth's categories are Financial Services
Cormack Wealth's founding year is 2017
