About Corville Wealth Management
Our aim is to offer clients a truly professional & friendly service, making the complex world of Financial Advice easier to understand.
Corville Wealth Management is the trading style of Corville Financial Services Limited, which was established in 1991. 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 offer advice in all aspects of Financial Planning, including, retirement planning, savings and investments, protection, long term care, Inheritance Tax Planning & Corporate financial Planning.
We also run our own bespoke fund portfolios which have a proven track record of performance since launch in March 2009. Please visit our website for the portfolio performance and a free review of your own investment portfolios.