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About Us
Find out more about our company and the people who work here.
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Services
Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
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Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be.
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A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.
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Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy.
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Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.
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There are events we can all face that have the potential to completely transform our lives.
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Every business needs to protect itself. For most businesses the most valuable asset it has is its people.
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Mortgages are loans which are intended to help buyers purchase residential property.
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- My Finance Portal
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My Portfolio

Home / Useful Links / My Portfolio

My Portfolio

Transact

Monitor your investments on the Transact platform.

Novia

Monitor your investments on the Novia platform.

AJ Bell

Monitor your investments on the AJ Bell platform.

Hargreaves Lansdown

Monitor your investments on the Hargreaves Lansdown platform.

Fidelity Funds Network

Monitor your investments on the Fidelity Funds Network platform.

James Hay

Monitor your investments on the James Hay platform.

Nucleus

Monitor your investments on the Nucleus platform.

Aviva

Monitor your investments on the Aviva platform.

Aegon

Monitor your investments on the Aegon platform.

Parmenion

Monitor your investments on the Parmenion platform.

Sanlam

Monitor your investments on the Sanlam platform.

Quilter Financial Planning Client Portal

Monitor your investments on the Quilter Financial Planning Client Portal platform.

WHERE WE ARE

01452 309 079
1 St Michael's Court
Brunswick Road
Gloucester, GL1 1JB

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Opening Times

Monday: 9:00–17:00
Tuesday: 9:00–17:00
Wednesday: 9:00–17:00
Thursday: 9:00–17:00
Friday: 9:00–16:00

Saturday – Closed
Sunday – Closed

Privacy Notice

The guidance and /or information contained within this website is subject to UK regulatory regime and is therefore targeted at clients based in the UK.

Cornell and Company Financial Planning is a trading style of Cornell Financial Ltd who is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited and Quilter Mortgage Planning Limited is entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718.

Cornell Financial Limited’s countries of registration are England and Wales and Companies House registration number is 8794490. Registered office: 1 St Michaels Court, Brunswick Road, Gloucester. GL1 1JB.

Approver Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 08/11/2024

My Portfolio

My Portfolio

WHERE WE ARE

01452 309 0791 St Michael's CourtBrunswick RoadGloucester, GL1 1JB

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