Cordingley & Parkinson Wealth Management, founded by financial experts John Cordingley and Jane Parkinson, offers expert financial advice and personalized solutions to help clients achieve their goals. With $500 million in assets under management, a team of 15 advisors, and over 20 years in business, they have established a reputation for excellence in the industry. They offer a comprehensive range of services including investment management, wealth planning and management, retirement planning, estate planning, and tax planning. They cater to high net worth individuals, business owners, families, and retirees, and work on a fee-only basis to ensure transparency and client-centric recommendations. Their team of skilled and knowledgeable advisors uphold ethical standards and disclose any potential conflicts of interest, fees or compensation received from third parties, changes in investment strategies, and disciplinary actions or complaints. Trust Cordingley & Parkinson Wealth Management for personalized and transparent financial solutions.
Cordingley & Parkinson Wealth Management - Providing Expert Financial Advice to Help Clients Reach Their Goals
Cordingley & Parkinson Wealth Management is a trusted financial advisory firm dedicated to assisting clients in achieving their financial goals through personalized solutions and expert advice. With over 25 years of combined experience in the financial industry, the advisors at Cordingley & Parkinson have a wealth of knowledge and insights to guide clients towards financial success.
The firm offers a variety of services including comprehensive financial planning, investment management, retirement planning, estate planning, and insurance and risk management. They cater to various client types, including high net worth individuals, small business owners, retirees, young professionals, and families.
At Cordingley & Parkinson, clients can expect transparent and unbiased recommendations as the firm operates on a fee-only basis. This means that they do not earn commissions based on product recommendations, ensuring that their advice is always in the best interest of their clients. Fees are based on a percentage of assets under management.
The firm was established in 2010 by experienced financial experts John Cordingley and Sarah Parkinson, who are both committed to delivering exceptional client service and personalized financial solutions. Cordingley & Parkinson is a registered investment advisory firm, held to a fiduciary standard, and has a clean record with no disciplinary actions taken against either advisor.