Welcome to Cornerstone

Cornerstone Asset Management are focused on providing a straightforward and inclusive financial planning service for our clients. We aim to help individuals and business owners plan for a better life.

We have designed an approach to advice that is flexible enough to meet your changing needs and circumstances, from early wealth creation to management of assets and ultimately to preserving wealth for retirement and future generations.

The Cornerstone approach recognizes the power of simplicity.  We do not rely on jargon to demonstrate our expertise, preferring to work on proven processes and practical solutions which are designed to deliver consistent outcomes and meet your expectations.

We consider ourselves to be your partner throughout the financial planning life cycle, displaying the values of honesty and integrity and a high degree of expertise at all times.  We aim to ensure you will consistently receive the very best advice and support.

To build and manage

The creation of wealth has to start somewhere. While a privileged few may inherit or benefit from a windfall, most of us accumulate wealth through hard work, talent, careful planning and discipline.

At Cornerstone, we work hard with you to provide and maintain the vision, the energy and the commitment which will create a meaningful, rewarding financial plan.

To manage and enjoy

The accumulation of wealth should always have a purpose - it takes more than money to enjoy all of life’s riches. Creating wealth allows you to turn life’s dreams and aspirations into reality. As you progress through life, various personal and financial milestones will pass and we will work with you to ensure your wealth plan reflects your requirements. We aim to ensure that you continually enjoy the benefits of your hard work and help you manage your wealth with optimum tax efficiency and at appropriate levels of risk.

To enjoy and preserve

The bedrock of financial planning is to ensure financial stability for you and your family. As well as meeting your own lifetime goals and financial needs, you will most likely aim to pass wealth on to the next generation. Without careful planning, current Inheritance Tax rules may take a large slice of this wealth and direct it to government coffers instead. Your wealth plan is designed to reflect this risk and identify any unused or unneeded wealth which may be passed to future generations tax efficiently, without compromising your own financial security and lifestyle. Any requirements you may have for care in later life will naturally be added to the mix.

The value of investments and any income taken from them can fall as well as rise. You may not get back the full amount of your initial investment.