Business Details
18 Years
experience
Your Trusted Wealth Management Partner in Cheshire
Established in 2008, Cordata Financial Solutions has built a reputation for delivering tailored wealth management advice to private and corporate clients across the North West of England. Our Principal, Michael Cross, joined the St. James's Place Partnership in 2017, enhancing our ability to provide access to a comprehensive range of wealth management solutions. With offices in Cheshire and Merseyside, we combine local expertise with national resources to address diverse financial needs. Our approach prioritises long-term client relationships, ensuring advice aligns with individual goals. We specialise in investment planning, retirement strategies, protection planning, and corporate financial services, supported by our affiliation with St. James's Place Wealth Management, a firm authorised and regulated by the Financial Conduct Authority.Our commitment to transparency and client education ensures clients receive clear, actionable guidance. With over 15 years of operational experience, including nine years as an independent financial adviser prior to joining St. James's Place, we bring deep industry knowledge to every consultation. Our services cater to wealth creation, growth, protection, and preservation, reflecting our dedication to helping clients navigate complex financial landscapes. We maintain rigorous professional standards, evidenced by our regulatory compliance and partnerships with trusted institutions. Client testimonials highlight our expertise in mortgage solutions and our ability to simplify intricate financial processes through patient, personalised support.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Details
- Year established: 2008
Highlights and features
- We have over 15 years of experience in wealth management since 2008.
- Our team builds long-term, personalised relationships with every client.
- We offer access to St. James's Place Wealth Management's industry-leading solutions.
- Our expertise spans investment, retirement, and corporate financial planning.
- We prioritise transparency and education in all client interactions.
Associations and certifications
- Financial Conduct Authority
What people say
Expertise and patience
Excellent rate secured
Always happy to answer questions
Diligent support
Simplified complex processes
Services
Investment Management
Our investment management service helps clients grow their wealth through tailored strategies. We analyse financial goals and risk tolerance to create diversified portfolios. With access to St. James's Place's resources, we deliver solutions aligned with market trends and individual needs.
Retirement Planning
We design retirement plans to ensure financial security in later life. Our approach considers current assets, desired lifestyle, and tax efficiency. Regular reviews help clients stay on track to meet their retirement objectives.
Protection Planning
Protection planning safeguards clients against financial risks through insurance solutions. We assess life, health, and income protection needs to create resilient safety nets. Our advice ensures families and businesses remain secure during unforeseen events.
Corporate Services
Corporate services support businesses with financial strategy and succession planning. We address cash flow, investment, and employee benefits to enhance long-term sustainability. Our expertise helps companies navigate complex financial challenges.
Mortgages
Our mortgage advice helps clients secure competitive home loans. We compare market options and guide clients through the application process. Tailored solutions ensure affordability and alignment with broader financial goals.
People
Michael Cross
Principal
Michael Cross leads Cordata Financial Solutions with over 15 years of wealth management experience. He joined the St. James's Place Partnership in 2017, enhancing client access to advanced financial solutions. His client-first approach focuses on long-term financial security.
Questions
What services does Cordata Financial Solutions offer?
We provide investment management, retirement planning, protection planning, corporate financial services, and mortgage advice tailored to individual and business needs.
How do you help clients achieve financial goals?
We create personalised strategies based on client objectives, risk profiles, and market conditions, with regular reviews to ensure progress.
Which areas do you serve?
We operate in Cheshire, Merseyside, and across the North West of England, offering local expertise with national resources.
What makes your approach unique?
We combine 15+ years of experience with St. James's Place's resources, prioritising long-term relationships and transparent, client-focused advice.
