Each adviser at Conerva has an expertise in a different discipline. This means that all advisers will share their specialist knowledge with one another where required, for your ultimate benefit. Collectively therefore, we at Conerva work as a highly qualified team with all areas of advice covered. Additionally all team members are salaried, so there are no incentives for selling products.
This together with holding Corporate Chartered Status and having continuity of staff means Conerva are able to achieve and maintain high ethical standards for all those concerned. Conerva has been awarded the prestigious Chartered Financial Planners title by the Chartered Insurance Institute (CII).
This together with holding Corporate Chartered Status and having continuity of staff means Conerva are able to achieve and maintain high ethical standards for all those concerned. Conerva has been awarded the prestigious Chartered Financial Planners title by the Chartered Insurance Institute (CII).
Services
As the Managing Director of Conerva Ian has the enviable task of steering the business through an ever more complex business environment. Ian also holds a key role with the company in building relationships with professional connections with the ultimate aim of building the business. Ian brings a wealth of experience to the team having worked in financial services for more than 30 years in various roles.
Deciding how best to structure your financial affairs can be daunting but there's no need to bury your head in the sand because Conerva will eliminate as much of that uncertainty as possible. The Conerva financial planning process creates a framework to discuss your objectives, needs and expectations.
Retirement Planning is extremely complex, this means that you should take careful advice prior to making important decisions on your retirement planning, taking this advice can ensure you avoid any potential pitfalls and maintain any valuable benefits you may currently have. How individuals plan for retirement can vary from person to person, therefore it is imperative that individual advice is taken.
Once we have established exactly what your objectives are we will work with you to create an action plan to help you achieve them. Whether your objective is to utilise your ISA allowance, invest on behalf of your children, make use of an inheritance, invest for your long term security or simply review your existing investment portfolio, Conerva can provide the impartial and independent advice that you require.
Conerva are specialists in the provision of advice to the recipients of personal injury awards. We act for a significant number of clients including Claimants with Deputies, Claimants with Capacity and Court of Protection Protected Parties.
It is our firm belief that financial planning disciplines applied to individuals should also be applied to recipients of Personal Injury awards, and Protected Parties under the Court of Protection where a Deputy has been appointed to manage their financial affairs.A spinal cord injury has been sustained resulting in paralysis creating special needs for life.
It is our firm belief that financial planning disciplines applied to individuals should also be applied to recipients of Personal Injury awards, and Protected Parties under the Court of Protection where a Deputy has been appointed to manage their financial affairs.A spinal cord injury has been sustained resulting in paralysis creating special needs for life.
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