Founded in 2009 by David Corcoran and Martin Smith, Corcoran Smith Financial Limited is an independent firm of Chartered Financial Planners. The company's mission is to deliver a highly personal, professional, and proactive wealth management service to private clients and business owners. They specialize in a range of services including financial planning, retirement planning, investment management, inheritance tax planning, and protection, aiming to build long-term relationships with their clients to help them achieve their financial goals. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

New Zealand