Active management is at the heart of Cornerstone's investment strategy.

 

With our global outlook, we believe that traditional asset allocation models are out-dated and do not provide the flexibility to take advantage of new market opportunities. Every investment portfolio is tailored to our clients' individual financial goals and personal risk profile.

 

We provide advice and planning services for people who want to make the most of

their finances - specialising in pensions, pension consolidation, pension drawdowns, investments and investment portfolio advice, cash flow modelling, life assurance, and inheritance tax planning. 

Once we've understood your aims, aspirations and concerns, we can help you make your money work for you. Call us now on 01865 241199 to request a free initial consultation.