Leon Alden's Page
Profile Information
- Business Name (the main name you trade under)
- Corcillium Wealth Management
- Type of Business
- Financial Advisers
- Tell Us About Your Business
- Leon Alden is the principal of Corcillium Wealth Management.
Leon helps his clients build and protect their wealth through a simple, yet important process of listening, understanding and advising. This includes, but is not restricted to:
- Advising on investment solutions to take into account the balance between risk and reward.
- Providing bespoke advice on the options available towards and at retirement.
- Helping make sure wealth is passed tax efficiently to future generations.
Leon has over 16 years’ experience in the Financial Services profession. This has allowed him to develop a deep understanding of the complexities in making the right final decisions, whilst appreciating the value of long-term relationships with his clients.
Leon's clients include:
- Like-minded people who place equal importance in understanding and planning their finances.
- Business owners.
- People who have a responsibility as Trustees.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details are set out on the Group's website www.sjp.co.uk/products. The term 'Partner Practice' is the marketing term used to describe St James's Place representatives.
- What Type Of Networking Events Are You Interested In?
- Breakfasts, Conferences, Free, Fundraising
- Which Local Towns Are You Likely To 'Network' In?
- Aldershot, Camberley, Chertsey, Cranleigh, Dorking, Farnham, Godalming, Guildford, Haslemere, Weybridge, Woking
- Business Website Address
- http://www.corcilliumwm.co.uk
- Contact me: Main email (you may prefer to enter using 'AT' instead of @ - eg keith AT freelancecopy.co.uk) plus your business phone number - and any other Website or Blog URL
- leon.alden@sjpp.co.uk
www.corcilliumwealthmanagement.co.uk
01483 654135
01252 210135
- Which online or offline business networking groups do you belong to? (Please type 'none' if you're new to networking)
- Business Biscotti
4N
Uk Business Forums
- What's A Good Business Lead For You? (potential customers, and anyone else you would like to connect with)
- Clients over the age of 55 (later life planning)
Care homes
Solicitors
Accountants
- How Did you Hear About Us?
- Google, Referral
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Hi Leon
Thanks for joining us, and welcome to the Networking in Surrey community. I hope you find the site useful for planning your networking.
Now that your profile is live, it would be great if you could take a moment to post your photo in place of the 'anonymous silhouette' provided by the software within 48 hours please!
Best regards
K