Corcillium Wealth Management

Corcillium Wealth Management Corcillium Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority.

It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270

🏆 𝗙𝗜𝗡𝗔𝗟𝗜𝗦𝗧!We’re incredibly proud to share that Corcillium Wealth Management has been named a finalist in the Hampshire ...
09/10/2026

🏆 𝗙𝗜𝗡𝗔𝗟𝗜𝗦𝗧!

We’re incredibly proud to share that Corcillium Wealth Management has been named a finalist in the Hampshire Business Awards 2026 in the category of:

🏆 Financial & Professional Services Company of the Year

Being recognised alongside so many fantastic businesses across Hampshire is a real honour and a wonderful reflection of the hard work, care and commitment that goes into our business.

As an independent financial advice firm, we’re passionate about putting our clients first and providing clear financial advice with heart and mind. ❤️🧠

A huge thank you to our clients, connections and everyone who has supported us along the way. We’re incredibly proud to have reached this stage and to be recognised in such a fantastic category.

Congratulations to all the other finalists! 👏

💭 Your pension has been working for you for years… but is it working as hard as it could?We all work hard for our money,...
08/10/2026

💭 Your pension has been working for you for years… but is it working as hard as it could?

We all work hard for our money, so it makes sense to make sure our pension is working hard for our future too.

Whether retirement feels just around the corner or still a long way off, taking the time to understand your pension and make sure it still fits your plans can make a real difference.

At Corcillium Wealth Management, we can help you understand where you are now, where you want to be, and what steps could help you get there.

📍 Independent Financial Advice across Guildford, Farnham, Farnborough, Alton, Bordon and surrounding areas.

🔗 corcilliumwealthmanagement.co.uk
[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]
01483 654135

A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.



Approved by 2Plan wealth management on 08/09/2026

🌅 Today we celebrate World Financial Planning Day!Financial planning is more than numbers — it’s about guiding people to...
07/10/2026

🌅 Today we celebrate World Financial Planning Day!

Financial planning is more than numbers — it’s about guiding people toward their dreams and making the wonder of compound interest work for them.

Here’s to all the planners helping others grow, plan, and thrive! 💼✨

Tomorrow starts with what you do today. 🌅It’s easy to put financial planning off.“I’ll sort my pension later.”“I’ll look...
06/10/2026

Tomorrow starts with what you do today. 🌅

It’s easy to put financial planning off.

“I’ll sort my pension later.”
“I’ll look at my investments when I have more time.”
“I’ll think about retirement when it feels closer.”

But the decisions you make today can help shape the choices you have tomorrow.

Whether it’s starting to save, reviewing your pension, investing for the future or simply understanding where you stand financially, small steps can be the beginning of something much bigger.

At Corcillium Wealth Management, we believe it’s never just about the numbers.

It’s about understanding what you want your future to look like — and putting a plan in place to help you get there.

Don’t wait for tomorrow to start planning for it.

🔗 corcilliumwealthmanagement.co.uk
[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]
01483 654135

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation



Corcillium Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270.

Approved by 2Plan wealth management on 01/09/2026

Their future starts with your planning. 💙As parents, we all want to give our children the best possible start in life.A ...
01/10/2026

Their future starts with your planning. 💙

As parents, we all want to give our children the best possible start in life.

A Junior ISA (JISA) can be one way of putting something aside for their future — whether that’s helping with university, their first home, a car, or simply giving them a financial foundation when they become an adult.

You can contribute to a Junior ISA on their behalf, with the money invested for their future.

The important thing is that you’re thinking about their future today.

At Corcillium Wealth Management, we can help you understand the options available and whether a JISA could form part of your wider financial plan.

Because sometimes, the biggest gift you can give your children is a head start.

🔗 corcilliumwealthmanagement.co.uk
[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]
01483 654135

An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.



Corcillium Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270.

Approved by 2Plan wealth management on 24/08/2026

If money could take you anywhere, where would you go? 🚐🌻For some, it might mean travelling the world.For others, it coul...
29/09/2026

If money could take you anywhere, where would you go? 🚐🌻

For some, it might mean travelling the world.

For others, it could mean retiring comfortably, spending more time with family, helping the next generation or simply having the freedom to make choices without financial worry.

Your money has potential — but what matters is what you want that potential to help you achieve.

Financial planning isn’t just about growing your wealth.

It’s about understanding what’s important to you and creating a plan that helps your money support the life you want to live.

At Corcillium Wealth Management, we take the time to understand your goals, your circumstances and your aspirations.

Because your financial journey is your journey.

Let’s unlock the potential together.

🔗 corcilliumwealthmanagement.co.uk
[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]
01483 654135



Corcillium Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270.

Approved by 2Plan wealth management on 19/08/2026

So, what does wealth management actually mean to us?For us, it’s about much more than investments, pensions and numbers ...
28/09/2026

So, what does wealth management actually mean to us?

For us, it’s about much more than investments, pensions and numbers on a spreadsheet.

It’s about understanding you — what matters to you, what you want to achieve and what you want your financial future to look like.

From planning for retirement to protecting what you’ve built, making investment decisions or preparing for the next generation, good financial planning should give you clarity, confidence and peace of mind.

And because no two people are the same, we don’t believe financial advice should be either.

At Corcillium Wealth Management, “Heart & Mind” is more than just a name. It reflects how we approach financial advice — combining the numbers with the people and the lives behind them.

Your money. Your goals. Your future. Your plan.

🔗 corcilliumwealthmanagement.co.uk
[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]
01483 654135



Corcillium Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270.

Approved by 2Plan wealth management on 17/08/2026

You know how to look after your health… but what about your finances? 👟💷We make time to exercise, eat well and look afte...
24/09/2026

You know how to look after your health… but what about your finances? 👟💷

We make time to exercise, eat well and look after our physical health.

But when was the last time you gave your finances a proper check-up?

Are your savings working as hard as they could?
Are your pensions still on track?
Do your investments match your goals?
Do you have the right protection in place?

Just like your health, your financial situation can change over time — and sometimes a little attention can make a big difference.

At Corcillium Wealth Management, we can help you take a step back, look at the bigger picture and make sure your financial plan is still working for you.

Your health matters. Your financial wellbeing does too.

🔗 corcilliumwealthmanagement.co.uk
[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]
01483 654135

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation



Corcillium Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270.

Approved by 2Plan wealth management on 01/09/2026

Where is your money taking you? 🚗💷We all have somewhere we want to get to financially.Maybe it’s a comfortable retiremen...
22/09/2026

Where is your money taking you? 🚗💷

We all have somewhere we want to get to financially.

Maybe it’s a comfortable retirement.
A dream home.
More freedom to travel.
Helping your family.
Or simply feeling more confident about your financial future.

But getting there isn’t always about how much you have today.

It’s about having a clear direction and making sure your financial decisions are helping move you towards where you want to be.

At Corcillium Wealth Management, we take the time to understand where you are now, where you want to go and what matters most to you.

Because financial planning isn't about standing still.

It’s about driving your money forward.

🔗 corcilliumwealthmanagement.co.uk
[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]
01483 654135



Corcillium Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270.

Approved by 2Plan wealth management on 19/08/2026

Address

86 Chalet Hill
Bordon
GU350BQ

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 9am - 5pm
Thursday 9am - 5:30pm
Friday 9am - 5pm

Telephone

+441483654135

Website

Alerts

Be the first to know and let us send you an email when Corcillium Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category