Our Clients
We provide financial services to a wide range of clients including private individuals and commercial organisations.
With over 25 years' experience within the financial services industry we are known for the strength and long-standing of our relationship with our clients. We base these relationships on understanding, trust and confidence; the essential foundation for financial planning that is precisely tailored to you.
The majority of our new clients come to us via referrals from our professional connections and existing clients. We are proud of this fact, as recognition of the confidence our clients and professional connections have in our advice and service. Our clients know that we always put their interests first.
““I first met Paul back in the early 1990’s when I inherited a legacy. I was, and am, a financial peasant, (put money in box under bed - take it out as needed); but was aware that the bogey, ‘inflation’, to say nothing of the Government, was also ready to help itself to my ‘savings’. Indeed wisdom dictated that I needed advice in many aspects of finance.
Since then I have found Paul to be a good and wise friend and as his career developed have become aware that others have also found this to be true of him. There have been various changes in my personal life during this time and, as necessary, his friendship has clarified the steps that needed to be taken. The ‘ box under the bed ’ is a safe treasury and it is good to be able to relax knowing that all is as well as can be for me and my family.””
“I first met Paul Corfield with my now late husband back in December 2017. The process until now has taken 15 months and I have found he and his son James, and colleagues to be professional, honest and totally competent in all the matters of dealing with my husbands affairs.
Paul also explains the complicated paperwork in easy to understand steps. The whole process has run smoothly and without stress.
All in all Corfields has provided a friendly and efficient service and I strongly recommend his company.”
““ My husband and I, as well as our respective Mothers have benefited from Paul Corfield’s advice over many years.
As life changes have occurred, such as retirement and the death of parents, we have been able to discuss our concerns with him; he is a good listener. He has considered all aspects then suggested appropriate investment strategies. The risk analyses have been most useful in helping us focus on our priorities. The paperwork which sums up our discussions is clear and helps us with the decisions we make as to our financial future.
The discussions and paperwork are presented in a practical, lucid way without using financial jargon. Therefore Paul’s appropriate suggestions gives us confidence and peace of mind that we have made decisions based on our particular circumstances. ””
