Retirement Planning
Retirement Planning

Cortex Wealth Management Ltd

Whether it be for investment advice, retirement planning, inheritance tax planning
or simply reducing costs, we have a wealth of experience in finding the most suitable solution.

Wealth Management

Investments & Protection Planning

Whether it is designing an investment portfolio to help meet your future financial needs
or protecting your family's current lifestyle.

Retirement Planning

Retirement Planning

Planning for retirement involves maximising your pensions, investments and tax planning
to create the lifestyle you deserve for your later years.

Cortex Wealth Management Ltd - one of the UK's leading Independent Financial Advisers based in Bingley, West Yorkshire.

We understand that everyone's financial needs are different and our aim aim is to build a long-lasting relationship with you based on trust and financial advice tailored to your specific needs.

We offer wealth management expertise to help customers maximise the potential growth of their investments and pensions, and reduce the tax payable where appropriate. Cortex Wealth Management Ltd offers a high quality, personal service which specialises in planning, structuring and managing your financial needs.

Contact us today for an informal chat, to find out how we can help.

Pensions & Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?

Investment Planning

Income is my priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation.

Family Protection

I want to secure my family's financial future and pass on my remaining wealth. How do I protect my assets whilst still leaving provision for a comfortable retirement?