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

Planning for the future doesn’t have to be overwhelming.Whether you’re just getting started or want to optimise your cur...
04/06/2026

Planning for the future doesn’t have to be overwhelming.

Whether you’re just getting started or want to optimise your current plan, we’re here to help you take the right steps toward a financially confident retirement.

📈 Start planning today with expert guidance from Corcillium Wealth Management.

🔗 www.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 Ltd on 26/09/2025.

📈 Planning Today for the Road Ahead 🚗Your financial future starts with smart choices today.At Corcillium Wealth Manageme...
02/06/2026

📈 Planning Today for the Road Ahead 🚗

Your financial future starts with smart choices today.

At Corcillium Wealth Management, we offer pensions that evolve with your goals — so you're always moving forward.

Secure your retirement with a plan tailored to your journey.

www.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 Ltd on 26/09/2025.

🌟 Feedback Friday 🌟“Having read some reviews, I contacted Leon for advice… He is brilliant — so helpful, knowledgeable a...
29/05/2026

🌟 Feedback Friday 🌟

“Having read some reviews, I contacted Leon for advice… He is brilliant — so helpful, knowledgeable and patient.”

Feedback like this means the world to us at Corcillium Wealth Management.

We are committed to providing clear, personalised financial guidance that helps our clients feel informed, confident and fully supported through every stage of their financial journey. Thank you Dawn for your kind words and trust in us.

🏃‍♀️ You work hard — your pension should too.At Corcillium Wealth Management, we’re here to ensure your pension is perfo...
28/05/2026

🏃‍♀️ You work hard — your pension should too.

At Corcillium Wealth Management, we’re here to ensure your pension is performing at its best, so your future is just as active and rewarding as your present.

It’s time to put your money to work.

🔍 Start today: www.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 Ltd on 26/09/2025.

Estate Planning Just Got Real.From 6th April 2027, pensions will be included in your Inheritance Tax (IHT) estate—meanin...
26/05/2026

Estate Planning Just Got Real.

From 6th April 2027, pensions will be included in your Inheritance Tax (IHT) estate—meaning your carefully built legacy could face up to 40% tax unless you act ahead.

At Corcillium Wealth Management, we’re an award‑winning independent financial advice firm (Wealth Manager of the Year) serving Guildford, Bordon, and surrounding areas—with decades of experience in pension planning, inheritance tax, and estate planning. We combine professional expertise with clear, jargon‑free communication—so you understand your options and feel confident moving forward.

Let’s work together to protect your pension and ensure your legacy goes to the right people—not HMRC. Ready to secure your future? Book a free, no‑pressure chat today.

👉 www.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.

Estate Planning and Inheritance Tax Planning is not regulated Financial Conduct Authority.

Approved by 2Plan Wealth Management Ltd on 26/09/2025.

Big dreams?Let’s build a financial plan that works for you.Start your journey with Corcillium.👉 www.corcilliumwealthmana...
25/05/2026

Big dreams?

Let’s build a financial plan that works for you.

Start your journey with Corcillium.

👉 www.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.

Past performance is not a reliable indicator of future performance and should not be relied upon.

Approved by 2Plan Wealth Management Ltd on 17/09/2025.

⛽ Don’t Let Retirement Run on EmptyFuel your future with smart pension planning today. A well-structured pension can mak...
21/05/2026

⛽ Don’t Let Retirement Run on Empty

Fuel your future with smart pension planning today. A well-structured pension can make all the difference down the road — and we’re here to help you plan the journey.

📞 Let’s talk: www.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 Ltd on 26/09/2025.

📊 Don’t Just Work for Retirement — Plan for It.Your future deserves more than hope — it deserves a plan.At Corcillium We...
19/05/2026

📊 Don’t Just Work for Retirement — Plan for It.

Your future deserves more than hope — it deserves a plan.

At Corcillium Wealth Management, we offer clear, jargon-free pension advice that puts you in control of your retirement journey.

✅ Personalised pension planning

✅ Independent financial advice

✅ Peace of mind for every stage of life

Let’s build your retirement strategy together.

👉 www.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.

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

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