The original business, Corville Financial Services, was established in 1991 from an existing insurance broker which had been established some 25 years previously.
Our core values ensure we act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything we do.
We operate a transparent charging structure and put our clients best interests at the heart of the business.
We believe that professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive ongoing review service designed to create real value for our clients.
Services we offer
Corville Wealth Management offers a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we aim to help you find ways of making the most of your money for both the present and the future.
A small change in the way you manage your finances today could make a very considerable difference to your finances in the future.
What you can expect
During your ‘Introductory Meeting’ with one of our financial advisers the main purpose is to find out ‘Your Objectives’ ‘Your goals’ ‘Your future plans’. Our role is to gather as much information as we can and explain how our services can help you. We will explain our initial and on-going service propositions, putting you in an informed position.
The initial meeting is free and at this meeting we will explain both our Initial and On-going Client Proposition.
If you decide you would like us to help you, then the next step is to review your needs and find a solution. We are fully independent and will use our knowledge and resources to find the best solution to meet ‘Your needs’.
We will then usually meet again to go through the solution and make sure you fully understand any recommendations. Then, if you wish, we will arrange the relevant plans agreed on your behalf.
On-going Service & relationship…
Where an ongoing service is agreed, we will help you review your plans to make sure they are on track with your objectives. Reviews take into account any changes in your personal circumstances, financial market conditions and relevant legislation.
Corville Wealth Management is a trading style of Corville Financial Services Limited, Sandland House, Rudcarr Lane, Warthill, York, YO19 5TL which is authorised and regulated by the Financial Conduct Authority.
We are entered on the FCA Register No 221379 at http://www.fca.org.uk/register/
Not all products or services referred to on this site are regulated by the Financial Conduct Authority – for example; The Financial Conduct Authority does not regulate Taxation and Trust Advice, Wills, National Savings Products and Deposit Accounts.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
In the event you are dissatisfied with our service you may be entitled to make a complaint. If you wish to register a complaint, please contact us at our office shown on this web site. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel. 0800 0234567. More information can be found at the Ombudsman web site www.financialombudsman.org.uk