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About Us

"OUR BUSINESS PHILOSOPHY IS SIMPLE, TO LOOK AFTER THE INTERESTS OF OUR CLIENTS, AS WE WOULD OUR OWN."

Our aim is to work together with our clients, identifying their key goals and objectives.

 

Following this, we are then in a position, as Independent Financial Advisers, to deliver a comprehensive financial planning proposition with the client at it’s heart, encompassing cashflow modelling, retirement planning, cost effective investment strategies, tax optimisation and estate planning.

 

Having spent a number of years playing semi-professional rugby together, as well as running their own businesses Matt and Chris have adopted the principles and practices of high-level sport, and this, together with their business acumen, helps to shape their approach to supporting their clients.

Team-work, a goal-oriented mindset and the ability to adapt are crucial to any sporting success and provide us with the experience to coach and support our clients at every step of the way on their journey.

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MATT BENNETT
Dip PFS, BA(Hons)
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CHRIS
YOUNG
Dip PFS, BA (Hons)

XV Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.

 

Registered in England and Wales. Registered number: 05280582, Registered Address: 750 Mandarin Court, Warrington, Cheshire, Wa1 1GG

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Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk

 

Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.

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