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Cornell and Company Financial Planning

FINANCIAL ADVICE FIRM IN GLOUCESTER
FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

  • service

    Financial Planning

    Professional financial planning is the process which aims to help you realise your ambitions - whate...

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  • service

    Mortgages

    Mortgages are loans which are intended to help buyers purchase residential property.

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  • service

    Protection

    There are events we can all face that have the potential to completely transform our lives.

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  • service

    Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of money....

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  • service

    Pension

    When you retire you still need food and shelter as an absolute minimum, but of course you will want ...

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Financial Advice Firm Located in Gloucester, Gloucestershire

Financial Advice Firm Located in Gloucester, Gloucestershire

Welcome to Cornell and Company Financial Planning

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01452 309 079 or email us at admin@cornellandcompany.co.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

Our Client Journey

Our Client Journey

Our Client Journey

Our Client Journey is designed to ensure your  financial planning adapts to your circumstances.

By following this ongoing journey, we are able to:

establish what your financial goals and objectives are

provide tailored advice that will help pro-actively manage risk, reduce your potential exposure to financial loss and achieve your aspirations

ensure your financial planning continues to adapt to your circumstances

  • Review & Refine

    We will look at all of your existing provisions and review your overall progress towards achieving your financial goals and, where required, refine strategies or advice to keep you on target.

  • Research

    We will then explore and research various scenarios to make best use of your existing plans, whilst giving you the best opportunity of achieving your financial goals and objectives.

  • Recommend

    After completing our research, we will then meet with you to present and explain any recommendations and next steps. We will also answer any questions that you may have.

  • Implement

    With your authority to proceed, we will then liaise with providers and lenders to ensure that any recommendations are implemented in an appropriate and timely manner.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

TESTIMONIALS

See What Our Clients Have to Say About Us

English – Longlevens, Gloucester

Second time remortgaging with Cornell and Company. Very good service both times. Thank you

Thompson and Arya - Nottingham

Fabulous service as always, cant recommend enough

Sheriel- Innsworth, Gloucester

Mark Cornell was recommended to me by a friend and I’m so glad that he did.

Going to see a financial advisor can be a little scary but the girls in the main office were polite friendly and welcoming.

Mark was lovely, and put me at ease straight away.  He was informative and explained in detail everything I needed to know.

Would I recommend him to my family and friends……. In a heart beat, thanks Mark.

Tina – Cheltenham, Gloucestershire

I am absolutely delighted with the service I have received from Mark Cornell over the last 15 years. Mark has always been a pleasure to work with, and he has a fantastic team behind the scenes. The process from beginning to end has always gone with ease which is a credit to him and his team. Mark has assisted me with most of my financial planning, ie, Pensions, Mortgages, Buy to Let Mortgages and Will. Mark explains everything so clearly, and where necessary highlighting the risks. I can't imagine using anyone else who I would trust as much as Mark Cornell. THANK YOU MARK

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WHERE WE ARE

01452 309 079
1 St Michael's Court
Brunswick Road
Gloucester, GL1 1JB


Email Us

Opening Times
Monday: 9:00–17:00
Tuesday: 9:00–17:00
Wednesday: 9:00–17:00
Thursday: 9:00–17:00
Friday: 9:00–16:00
Saturday – Closed
Sunday – Closed