Cormack Wealth Management Limited operates as a Partner Practice of St. James's Place Wealth Management, a FTSE 100 company. The firm provides face-to-face, personalized financial advice to individuals, families, and businesses. Their services cover key areas such as investment planning, retirement planning, inheritance tax planning, and financial protection. As an Appointed Representative, the advice provided by Cormack Wealth Management is guaranteed by St. James's Place, offering an additional layer of security for its clients. The firm emphasizes building long-term relationships to help clients achieve their financial goals.

Founded in

United Kingdom