Corinthian Wealth Management is based in the historic Spa town of Cheltenham in the heart of the Cotswolds. We specialise in meeting the financial needs of Private Clients, Business Owners and Trustees.
Our experienced and skilled team ensure our clients enjoy the highest level of service. We pride ourselves on developing lasting relationships with our clients.
We provide advice across Protection, Investment, Retirement and Inheritance Tax Planning and it is designed to fit around lifestyle, family life, business and professional interests. Our knowledge and expertise has helped to ensure that our clients have reached their financial objectives, which allows them to focus on what they are best at.
We help our clients consider what is possible, then we support them in achieving it, through lifetime financial guidance. We will do whatever it takes to truly understand what our clients want and then help create it for them. As a consequence of this, our clients have faith in us to adapt to their evolving needs, in a constantly changing world.
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.
Corinthian Wealth Management is a trading name of Corinthian Wealth Management Partnership.
Please take a look at our Tax Year Retirement Planning.pdf