Financial Advisers (Independent) in York

We offer financial advice to a wide range of clients, both individual and corporate. We have built our reputation and continued success on client referrals, as we believe regular servicing of existing client needs is paramount. We also have close working relationships with both accountants and solicitors.

We offer advice in all aspects of financial planning, including, retirement planning, savings and investments, protection, IHT & Corporate planning.

We also run our own bespoke fund portfol

Today there are a number of tax efficient ways of providing for a comfortable retirement. The area is complex and choosing the right vehicle requires a detailed understanding of your circumstances, tax status, employment status and more.

Stakeholder pension

Personal Pension

Group Personal pension

Executive Personal pension

Employers Schemes

Self Invested Personal pension

Small Self Administered Schemes

If you would like a 'no obligation' initial chat about your pension aspirations or concerns, call us on 01904 796841.

To access Corville Quarterly Portfolio Service (CQPS) investment returns please click on the Portfolio Returns link above. If you would like a free fund comparison please click on the 'Fund Comparison Form' above.

This is all about knowing how to maximise the income from your pension arrangements and other assets, whilst taking into consideraion tax efficiency, inheritance tax, your beneficiaries, flexibility and of course control.

Both during pension value building and taking pension income, depending on your circumstances, you may wish to consider taking steps to help maximise the investment growth and balance against contract charges in order to achieve the best results.

Corville Quarterly Portfolio Service (CQPS)

We operate two of our own Corville Quarterly Portfolio Services along with the full range of other external portfolio offerings. Our CQPS services provide for quarterly monitoring of the selected funds within the portfolio offerings and we inform you of the recommended replacements each quarter via email for your approval.

Asset allocations and funds are selected each quarter, in addition re-balancing of portfolios is undertaken. This ensures your original asset class selection remains in proportion to your wishes and continues to match your investment risk level and that you stay invested in funds which also meet our quarterly selection criteria. This means you will not be left holding a fund which is 'past its sell by date' or have an overweight position in any particular sector. This service can be accessed with portfolios or single investment of £50,000 or more.

Our CQPS service is accessible via our ENHANCED service level. Charges for these service levels are included in our Client Agreement.

Today there are a bewildering range of savings and investment vehicles and options available to the investor.

Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the timescales, the need for income, growth or both.

Following a detailed personal review of your current financial position, aspirations and objectives, we will assess all of the above factors with you before making recommendations for an appropriate portfolio. Wealth creation and management is an ongoing process and we will look to meet regularly to ensure the best chance of your objectives being met.

Corville Quarterly Portfolio Services (CQPS)

We operate two of our own Corville Quarterly Portfolio Services along with the full range of other external portfolio offerings. Our CQPS services provide for quarterly monitoring of the selected funds within the portfolio offerings and we inform you of the recommended replacements each quarter via email for your approval.

Asset allocations and funds are selected each quarter, in addition re-balancing of portfolios is undertaken. This ensures your original asset class selection remains in proportion to your wishes and continues to match your investment risk level and that you stay invested in funds which also meet our quarterly selection criteria. This means you will not be left holding a fund which is 'past its sell by date' or have an overweight position in any particular sector. This service can be accessed with porfolios or single investments of £50,000 or more.

This service is also available for managing pension investments.

Our CQPS service is accessible via our ENHANCED & OPTIMUM service levels. Charges for these service levels are included in our Client Agreement.

PLEASE CONTACT US FOR FURTHER DETAILS on 01904 796841

To access Corville Quarterly Portfolio Service (CQPS) investment returns please click on the Portfolio Returns link above. If you would like a free fund comparison please click on the 'Fund Comparison Form' above.

The value of investments (including property) and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.

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.

WEALTH CREATION

SAVINGS

INVESTMENTS

PENSIONS

INCOME TAX PLANNING

CAPITAL GAINS TAX PLANNING

WEALTH MANAGEMENT

INVESTMENT OF:

PENSION MONEY

PERSONAL MONEY

COMPANY MONEY

TRUSTEE MONEY

WEALTH PROTECTION

LIFE COVER

CRITICAL ILLNESS COVER

PROTECTION OF INCOME

KEYMAN COVER

SHARE PURCHASE COVER

WEALTH PRESERVATION

INHERITANCE TAX PLANNING

WILLS AND TRUSTS

LIVING WILLS

POWERS OF ATTORNEY

BUSINESS CONTINUITY PLANNING

The Financial Conduct Authority does not regulate taxation advice'

TAILORED INVESTMENT PROPOSITION

INDIVIDUAL INVESTMENT RISK ASSESSMENT

WHOLE OF MARKET INVESTMENT CHOICES

PORTFOLIO/FUND PERFORMANCE COMPARISON SERVICE

10 CORVILLE WEALTH MANAGEMENT RISK RATED PORTFLLIOS - (INCEPTION DATA 30.3.09) SEE PORTFOLIO RETURNS

INVESTMENT OF ISA MONEY

INVESTMENT OF PENSION MONEY

INVESTMENT OF COMPANY MONIES

OFF-SHORE INVESTMENTS

INVESTMENTS OF TRUSTEE MONIES

CORPORATE FINANCIAL PLANNING

EMPLOYEE BENEFIT PACKAGES

SHARE/PARTNERSHIP PURCHASE ARRANGMENTS

KEY MAN ARRANGEMENTS

TAX EFFICENT ARRANGEMENTS FOR COMPANY MONEY

There are many forms of life assurance, some of which are mentioned in the adjoining pages to this section. Choosing the right one for you can depend upon a number of factors including tax, cost and the protection required.

You can use the information and tools on this site to gain a basic understanding of what is available, however this information is only an overview, only experienced, independent advice following a full review of your circumstances will ensure you find a solution that provides peace of mind.

Life assurance can be used to protect income, loved ones and businesses and, in certain circumstances, can be arranged in such a way as to minimise the effect of tax.

It goes without saying that companies require specialist financial planning advice.

Too many companies leave this aspect of their business to chance risking their business in the process.

Expertise is needed to plan around corporate tax requirements and any implications that arise. Companies have many specialist needs including business protection, partnership & key person protection and employee benefit schemes. Contact us on 01904 796841 to arrange a full business financial planning review.

Business Protection

Many small yet successful businesses operate as a partnership of two or more individuals, each one of which often brings a unique and valuable skill to the table.

If one of the partners dies, his share of the partnership or company passes on to his estate, often a surviving spouse or children. Technically speaking, if the business is a partnership, the partnership is dissolved, which may not be convenient to the surviving partners. If the business is a limited company, the surviving beneficiaries will inherit the deceased shares, and in so doing, will own part of and possibly even gain a controlling influence over the remaining business, but without necessarily having the knowledge or skills to contribute.

It is often in the interest of all parties to put in place an agreement that allows the surviving partners or shareholders of a company to 'buy out' the interest of the deceased partner/shareholder. Such an arrangement can provide the deceased heirs with a cash lump sum equivalent to their inherited share, whilst returning ownership and control of the business to the surviving business. There are a number of ways of doing this, including buy and sell agreements, and cross option agreements. The best option will depend upon your company's circumstances and those of its potential beneficiaries.

It is important therefore to establish a detailed understanding of all of the relevant factors that can influence which type of agreement you have in place and which type of agreement is suitable.

Our aim is to offer clients a truly professional & friendly service, making the complex world of Financial Advice easier to understand.

Corville Wealth Management is the trading style of Corville Financial Services Limited, which was established in 1991. Originally based in Bradford the business moved to York in 2000, while still maintaining an office in Bradford. Then in August 2012 we acquired the goodwill of Hallmark Limited a long established IFA firm in York. We moved to our new office in Haxby in December 2012.

We offer financial advice to a wide range of clients, both individual and corporate. We have built our reputation and continued success on client referrals, as we believe regular servicing of existing client needs is paramount.

We offer advice in all aspects of Financial Planning, including, retirement planning, savings and investments, protection, long term care, Inheritance Tax Planning & Corporate financial Planning.

We also run our own bespoke fund portfolios which have a proven track record of performance since launch in March 2009. Please visit our website for the portfolio performance and a free review of your own investment portfolios.

Keywords: investment, financial advisor, wealth management, life assurance, independant financial advisor, financial advice, isa, pension, long term care, Corville Wealth Management