Company

Cornerstone Wealth Planning

Financial Services Nottinghamshire, United Kingdom 5 employees

Employees: 5
Contacts: 2
Emails: 2

www.cornerstonewealthplanning.co.uk LinkedIn

Cornerstone Wealth Planning Overview

Headquarters: Nottinghamshire, United Kingdom
Website: www.cornerstonewealthplanning.co.uk
Industry: Financial Services
Employees: 5
Founded: 2024
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth management Insurance Chartered Financial Planning Personal Finance Holistic Financial Planning Wealth Planning UK Financial Planning

About Cornerstone Wealth Planning

Cornerstone Wealth Planning is a UK based holistic financial planning firm that offers solutions and guidance for retirement, investments, tax planning, insurance, specialist wills, and lasting power of attorney. Cornerstone Wealth Planning Ltd is 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

Cornerstone Wealth Planning Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage

Cornerstone Wealth Planning Org Chart

Sample employees and titles

Name	Title	Location	Contact
Zara Kirk	Financial Controller	Nottingham, England, United Kingdom	Email
James Franklin Dippfs, Dipip	Independent Financial Adviser		View
Richard Withers	* Chief Operating Officer	Nottinghamshire, England, United Kingdom	Email