Cordata Financial Solutions

About Us

Cordata Financial Solutions Ltd is a trusted financial planning practice based in Cheshire, established in 2008. Led by Principal Michael Cross, we have over a decade of experience in guiding clients towards prosperous financial futures. Our team of experienced professionals build lasting relationships with each client, offering personalized wealth management solutions tailored to their individual needs and goals.

Our Services

We offer a comprehensive range of services to support individuals and businesses in the following areas:

Wealth Planning

• Comprehensive financial planning and goal setting
• Investment management and portfolio construction
• Inheritance planning and trusts
• Retirement planning and pensions
• Estate planning and tax mitigation

Corporate Services

• Business succession planning
• Employee benefits consultation
• Corporate investment solutions

Our Approach

We believe in a collaborative approach to wealth management, working closely with you to understand your unique situation, aspirations, and concerns. We tailor our strategies to your individual circumstances, considering your risk tolerance, financial goals, and specific circumstances.

Our Values

Our core values guide our interactions with clients:

• Integrity: We uphold the highest ethical standards, prioritizing transparency and objectivity in all our recommendations.
• Professionalism: We maintain stringent compliance with industry regulations and ethical guidelines.
• Client-Centricity: Our focus is always on your needs and goals, ensuring your satisfaction is our top priority.
• Sustainability: We advocate for responsible investing practices that align with your values and contribute to a sustainable future.

Partnering with St. James's Place

In 2017, Cordata Financial Solutions joined forces with St. James's Place Wealth Management, one of the UK's leading financial advice firms. This partnership provides our clients with access to a vast array of resources and expertise, while allowing us to maintain our independence and personalize our client relationships.