Corville Wealth Management

Finance

Corville Wealth Management is the trading style of Corville Financial Services Limited, which was established in 1991. Originally based in Bradford the business moved to York in 2000, while still maintaining an office in Bradford. Then in August 2012 we acquired the goodwill of Hallmark Limited a long established IFA firm in York. We moved to our new office in Haxby in December 2012.

We offer financial advice to a wide range of clients, both individual and corporate. We have built our reputation and continued success on client referrals, as we believe regular servicing of existing client needs is paramount. We also have close working relationships with both accountants and solicitors.

We offer advice in all aspects of financial planning, including, retirement planning, savings and investments, protection, IHT & Corporate planning. 

We also run our own bespoke fund portfolios which have a proven track record of performance since launch in March 2009.

Phone

01904 796841

Address

Clark House, 1a Haxby Shopping Centre
The Village
Haxby, York
YO32 2LU

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