What you can expect

We offer understanding and support, born out of years of experience and professional learning.  This helps us to talk through your current position with you and discuss your hopes for the future.

Our advisers are great listeners, which enables them to gain a good level of understanding of your needs and goals.  This knowledge puts us in the best possible position to deliver appropriate solutions.

As a result, you will have a tailored, dynamic financial plan and we will be there to answer any questions along the way.

Beliefs and philosophy

We believe in the principle of planning.  If you “fail to plan you plan to fail”.  Our offering is for individuals and business owners who recognise that by talking to professional advisers and putting in place simple yet effective financial solutions, they can focus on enjoying life, safe in the knowledge they are prepared for the future.

Cornerstone is founded on core values, which everybody in the company believes in and demonstrates on a day-to-day basis.

  • Honesty
  • Integrity
  • Expertise
Lifetime financial planning

At Cornerstone, we are champions of a relatively recent development in financial planning, which is sometimes known as cash flow modelling.  This is basically a complex piece of software which integrates and manipulates many numbers and variables.  However, our trained advisers and support staff use the software to generate an informative and fascinating view of your future.

The software maps your financial position throughout your lifetime and allows us to assess whether you are on track to achieve and maintain financial security and meet your goals.  We then use this information to address issues, explore solutions and test their effectiveness via the software.  The results will potentially provide you with the confidence to make some important, perhaps even life changing, decisions.

In 2014, this “Lifetime Financial Planning” process will be rolled out as a core part of our long term financial planning service for a large proportion of our clients.  To date, we have had excellent client feedback about its benefits and look forward to helping a greater number of people turn their goals into reality.