Yorkshire & the Humber Enterprise Awards 2017

8 SME NEWS / Yorkshire &Humber Enterprise Awards 2017 , CorvilleWealthManagement is an independent wealthmanagement firmbased inHaxby. We invited Debbie Furniss to tell us more about the company and the range of services it offers to tis valued clients. Best Investment Management Firm 2017 Established in 1991 by husband and wife Philip and Linda Moore, Corville Wealth Management is the trading style of Corville Financial Services Limited. In 2012 Linda’s daughter Debbie joined the business and then in 2013, Debbie’s partner, Nick joined, and as such the firm takes pride in its family run credentials and supportive internal culture. Since inception the firm has grown, and currently Debbie and Nick are both directors and plan to take the business forward. There are nine staff in total who provide a vast array of services to a myriad of clients, as Debbie discusses. “Here at Corville Wealth Management, we offer financial advice to a wide range of clients, both individual and corporate. Since inception we have built our reputation and continued success on client referrals, as we believe regular servicing of existing client needs is paramount. “Alongside this, we also offer advice in all aspects of Financial Planning, including retirement planning, pension planning, savings and investments, protection, long term care, Inheritance Tax Planning and Corporate Financial Planning. Finally, we run our own bespoke fund portfolios (Corville Portfolio Services – CPS) which have a proven track record of performance since launch in March 2009.” Looking to the future, Debbie believes that there are many exciting opportunities ahead for Corville Wealth Management as the firm looks forward to adapting its service offering to meet its clients ever changing needs. “Moving forward, we are looking to move forward and develop our specialist offering. We are registered Pension specialists and this has developed our business model to enable us to help clients with their final salary pension plans. Following the recent pension changes we have seen an increase in enquiries in this area. This also brings challenges with the increased risk and compliance concerns, but we believe that if you work together with the client and explain both the positives and negatives of every option that individual has, and really understand what is important to that client and match that to the recommendation, this can only reduce the risk and result in a positive client outcome.” Company: Corville Wealth Management Contact: Debbie Furniss Contact Email: [email protected] Address: Clark House, 1a Haxby Shopping Centre, The Village, Haxby, York, YO32 2LU, UK Phone: 01904 796841 Website: www.corville.co.uk YOR17010