Corbel Partners Financial Service in Warrington

Reviews

1. simon dickens ★★★★★

   We have been delighted with the move that we made just over a year ago. Corbel are a breath of fresh air and although we have had our challenges with making the move, we have been so impressed with the team and their professional attitude. Nothing seems to be of an issue and the whole team are keen to support you in all aspects of the job from compliance, the support department and paraplanners. Would strongly recommend to the firm.

   almost 9 months ago
2. Samantha Huggins ★★★★★

   Corbel Partners Ltd offers true autonomy for self-employed IFAs whilst also providing first class paraplanning and compliance support. You own your company, set your own targets and they are happy to support your business any way they can. They provide excellence due diligence and also regular CPD meeting/webinars. The directors are very down-to-earth and the entire company has a "family" feel however this does not deter from their commitment to regulatory protection of clients. Ultimately, this results in consummate professionalism within the arena of financial advice networks. I would wholeheartedly recommend this company to any IFA looking to offer true independent advice.

   almost 9 months ago
3. Ed Parsons ★★★★★

   having recently joined the group I can safely say that this has been my most refreshing experience within my time in the financial advice industry. Corbel are deeply committed to providing independent advice and have crafted a business model that fully supports this regardless of the size of firm. With robust compliance and lots of support and resource they have allowed our business to flourish whilst maintaining the structure needed to provide ongoing advice in an arena that is being dominated by consolidators. the directors are incredibly friendly and very client centric.

   almost 9 months ago

1. Gary Taylor ★★★★★

   Corbel Partners has been a breath of fresh air in an industry of consolidators and large firms "controlling" the IFas ability to be truly independent. Their business models of RI, Trading Name RI and AR give options to the adviser not necessarily available elsewhere, and from the directors down, all staff are a pleasure to work with and the help and support from compliance/paraplanning and support make an advisers transition a positive experience. I wish I had known of Corbel years ago.

   almost 9 months ago
2. Mike Lowe ★★★★★

   As a relative newby IFA to the Corbel network I am impressed with the support levels they provide as part of the overall package. As a member of several networks prior to Corbel where the aim seemed to be the building of the overall worth ready for sale, Paul and David have taken a different approach in recognising the real assets are the businesses they look after,. I am in need of support, whether it be paraplanning, research or technical help, Paul David and the team they have built, and are still building, help with a professional accessibility and can do attitude enabling me to provide a sound financial platform to more clients than I would be able to service without them It is rare for the owners of a business to be so available, something I thought may have changed over the growth period, but this has definitely not been the case Despite the arrival of A I in the last few years I am pleased to say Corbel see this as a PEOPLE business and Paul and David remain people people I came to Corbel at the recommendation of IFA's well into their second decade with Corbel, something I have rarely seen with other groups offering a seemingly similar proposal There are always issues or problems in our whole industry it is reassuring to know the highly supportive mechanism is there and despite the costs remains VALUE I have also seen first hand the practical and fair exit strategies offered to those who have shown loyalty to the Group could expect to be offered. I hope this helps anyone considering a move, I know how disruptive and difficult a transfer can be, Corbel were more than helpful in this regard.

   almost 9 months ago

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