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How does the advisor help clients – Key Takeaways:
Cordingley & Parkinson Wealth Management is dedicated to helping clients achieve their financial goals through expert advice and personalized solutions. The team at Cordingley & Parkinson leverages their extensive knowledge and experience in the financial industry to provide clients with comprehensive financial planning, investment management, and retirement planning services.
Facts and Insights
With over 25 years of combined experience, the advisors at Cordingley & Parkinson have helped numerous individuals and families navigate the complexities of the financial world. They are committed to staying up-to-date with current market trends and industry insights to guide clients in making informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $100 million+ |
|---|---|
| Number of Advisors: | 5 |
| Time in Business: | 10 years |
Financial Services Offered:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance and Risk Management
Client Types:
- High Net Worth Individuals
- Small Business Owners
- Retirees
- Young Professionals
- Families
Fees & Compensation:
Cordingley & Parkinson operates on a fee-only basis, meaning they do not earn commissions based on the products or services they recommend. This ensures that their advice is always in the best interest of their clients. Fees are based on a percentage of assets under management and vary depending on the complexity of the client’s financial situation.
Background:
Cordingley & Parkinson was founded in 2010 by financial experts John Cordingley and Sarah Parkinson. Both advisors have over 20 years of experience in the financial industry and are committed to providing exceptional client service and personalized financial solutions.
Financial Advisor Disclosures to Know:
Cordingley & Parkinson is a registered investment advisory firm and is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times. Additionally, both John Cordingley and Sarah Parkinson have clean records with no disciplinary actions taken against them.