Business Details
44 Years
experience
Trusted Chartered Financial Advisers in Coventry
Established in 1982, we are a team of Chartered financial planners dedicated to providing comprehensive investment and wealth management advice. Our holistic approach ensures tailored solutions for individuals and families at every life stage, from building wealth to retirement planning and legacy creation. As an independent firm regulated by the Financial Conduct Authority, we prioritise client confidentiality, security, and long-term support. Our Chartered status reflects our commitment to professional excellence, ethical standards, and continuous development.With decades of combined experience, our stable team fosters enduring client relationships built on trust and impartial advice. We operate with transparency, offering unbiased guidance across the full spectrum of financial products to deliver value for money. Our client-centric philosophy ensures continuity through dedicated financial planners and administrative staff, enabling us to adapt to evolving market conditions while maintaining our founding principles of care and professionalism.
Services
Financial Planning
Retirement Planning
Wealth Management
Investment Advice
Legacy Planning
Details
- Year established: 1982
Highlights and features
- We are Chartered financial planners with a public commitment to professional excellence.
- Our independence ensures unbiased advice from the full range of financial products.
- Dedicated relationship managers provide continuity over decades of client service.
- Team with decades of combined experience in evolving financial markets.
- Transparent fee structure with no hidden costs or obligations.
Associations and certifications
- Chartered Institute for Securities & Investment
- Financial Conduct Authority
Services
Financial Planning
We create comprehensive financial plans tailored to individual life stages and goals. Our cradle-to-grave approach covers wealth accumulation, retirement preparation, and legacy creation. With Chartered expertise, we provide ongoing advice that evolves with changing circumstances and market conditions.
Retirement Planning
Specialised retirement planning services help clients optimise pension pots and develop sustainable income strategies. We assess current financial positions, risk tolerance, and retirement objectives to create personalised plans that ensure financial security during retirement years.
Wealth Management
Our wealth management services combine strategic investment planning with holistic financial guidance. We offer access to a wide range of investment products while maintaining a focus on long-term growth and risk management tailored to individual client profiles.
Legacy Planning
We help clients create lasting legacies through comprehensive estate planning solutions. Our approach considers inheritance tax implications, family needs, and charitable intentions to ensure wealth is transferred according to clients' wishes.
Ongoing Financial Advice
Annual reviews and continuous support ensure financial plans remain aligned with changing life circumstances. We provide regular updates on investment performance and market developments while maintaining dedicated client contact points for prompt assistance.
People
Frank Corrigan
Chartered Financial Planner
Founder with over 40 years' experience in financial services. Specialises in holistic wealth management and retirement planning. Maintains Chartered status through continuous professional development.
Mark Cummings
Independent Financial Planner
Provides impartial advice across the full spectrum of financial products. Focuses on creating tailored solutions that align with clients' long-term objectives and risk profiles.
Jane Evans
Director
Key decision-maker with extensive experience in financial services regulation. Oversees operational strategy while maintaining client relationships built over decades of service.
Dale Bennett
Chartered Financial Planner
Chartered status holder specialising in investment strategy and wealth preservation. Combines technical expertise with a client-focused approach to financial planning.
Paul Fitzhugh
Financial Services Manager
Manages client relationships and coordinates financial planning services. Ensures consistent delivery of high-quality advice aligned with regulatory requirements and client expectations.
Questions
What services does Corrigans Financial Services offer?
We provide financial planning, retirement planning, wealth management, investment advice, and legacy planning services tailored to individual client needs.
Are you independent financial advisers?
Yes, we offer unbiased advice across the full range of financial products from multiple providers, ensuring recommendations align with your best interests.
How are your fees structured?
Our fees are transparent and discussed upfront during the initial consultation. We provide clear cost information before any commitment to our services.
What is your approach to financial planning?
We use a cradle-to-grave approach with annual reviews, focusing on long-term relationships and adapting plans to changing life circumstances and market conditions.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners with continuous professional development, regulated by the Financial Conduct Authority's strict standards.
