At Cormack Wealth Management, we make it personal. When clients trust us with their finances to create the life they want, that is our biggest privilege. We go above and beyond to take the jargon away from discussions, simplifying the financial planning journey whilst making it a positive and memorable experience. Our clients will walk away from any meetings they have with us, feeling comforted and happy that their finances are looked after.

As a family business, we know how important family is, looking after yourself and your loved ones. It matters to us that our clients feel they are in good hands, and that their finances are working hard to provide financial peace of mind now and in the future.

Every client is different and that is the principle that guides the way we work. Each of our client’s has a unique set of circumstances, so we take a personal approach. We work with clients from all kinds of backgrounds – including business owners, private clients and sports professionals. 

It is important to have a financial plan because without one, your financial and life goals are just a wish. There is a good saying in life, if you plan to invest, invest in your planning first.

We work with clients locally in Edinburgh and across the UK, making sure their goals are not a wish, but are brought to life through bespoke financial planning.