Corcillium Wealth Management

Corcillium Wealth Management Corcillium Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority.

It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270

🌟 Feedback Friday 🌟“Having read some reviews, I contacted Leon for advice… He is brilliant — so helpful, knowledgeable a...
29/05/2026

🌟 Feedback Friday 🌟

“Having read some reviews, I contacted Leon for advice… He is brilliant — so helpful, knowledgeable and patient.”

Feedback like this means the world to us at Corcillium Wealth Management.

We are committed to providing clear, personalised financial guidance that helps our clients feel informed, confident and fully supported through every stage of their financial journey. Thank you Dawn for your kind words and trust in us.

🏃‍♀️ You work hard — your pension should too.At Corcillium Wealth Management, we’re here to ensure your pension is perfo...
28/05/2026

🏃‍♀️ You work hard — your pension should too.

At Corcillium Wealth Management, we’re here to ensure your pension is performing at its best, so your future is just as active and rewarding as your present.

It’s time to put your money to work.

🔍 Start today: www.corcilliumwealthmanagement.co.uk

[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]

01483 654135





A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Approved by 2Plan Wealth Management Ltd on 26/09/2025.

Estate Planning Just Got Real.From 6th April 2027, pensions will be included in your Inheritance Tax (IHT) estate—meanin...
26/05/2026

Estate Planning Just Got Real.

From 6th April 2027, pensions will be included in your Inheritance Tax (IHT) estate—meaning your carefully built legacy could face up to 40% tax unless you act ahead.

At Corcillium Wealth Management, we’re an award‑winning independent financial advice firm (Wealth Manager of the Year) serving Guildford, Bordon, and surrounding areas—with decades of experience in pension planning, inheritance tax, and estate planning. We combine professional expertise with clear, jargon‑free communication—so you understand your options and feel confident moving forward.

Let’s work together to protect your pension and ensure your legacy goes to the right people—not HMRC. Ready to secure your future? Book a free, no‑pressure chat today.

👉 www.corcilliumwealthmanagement.co.uk

[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]

01483 654135



A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Estate Planning and Inheritance Tax Planning is not regulated Financial Conduct Authority.

Approved by 2Plan Wealth Management Ltd on 26/09/2025.

Big dreams?Let’s build a financial plan that works for you.Start your journey with Corcillium.👉 www.corcilliumwealthmana...
25/05/2026

Big dreams?

Let’s build a financial plan that works for you.

Start your journey with Corcillium.

👉 www.corcilliumwealthmanagement.co.uk

[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]

01483 654135



The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Past performance is not a reliable indicator of future performance and should not be relied upon.

Approved by 2Plan Wealth Management Ltd on 17/09/2025.

⛽ Don’t Let Retirement Run on EmptyFuel your future with smart pension planning today. A well-structured pension can mak...
21/05/2026

⛽ Don’t Let Retirement Run on Empty

Fuel your future with smart pension planning today. A well-structured pension can make all the difference down the road — and we’re here to help you plan the journey.

📞 Let’s talk: www.corcilliumwealthmanagement.co.uk

[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]

01483 654135



A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Approved by 2Plan Wealth Management Ltd on 26/09/2025.

📊 Don’t Just Work for Retirement — Plan for It.Your future deserves more than hope — it deserves a plan.At Corcillium We...
19/05/2026

📊 Don’t Just Work for Retirement — Plan for It.

Your future deserves more than hope — it deserves a plan.

At Corcillium Wealth Management, we offer clear, jargon-free pension advice that puts you in control of your retirement journey.

✅ Personalised pension planning

✅ Independent financial advice

✅ Peace of mind for every stage of life

Let’s build your retirement strategy together.

👉 www.corcilliumwealthmanagement.co.uk

[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]

01483 654135



A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

🌟 Feedback Friday 🌟We’re delighted to share this fantastic feedback from Andrew — thank you for the kind words!“I can't ...
15/05/2026

🌟 Feedback Friday 🌟

We’re delighted to share this fantastic feedback from Andrew — thank you for the kind words!

“I can't recommend Leon and Linda highly enough. I got in contact with Leon following a previous glowing recommendation and he definitely did not disappoint. He breaks down everything into manageable chunks, provides fantastic, timely service and is someone I trust. Definitely recommend!”

At Corcillium Wealth Management, clarity, trust, and genuinely supportive guidance are at the heart of everything we do. We’re grateful for the opportunity to make a difference.

Discover how we can support your financial goals:
https://corcilliumwealthmanagement.co.uk/

15/05/2026

Meet Leon Alden, Independent Financial Adviser at Corcillium Wealth Management, now in his fourth year with 2plan.

Leon began his career in finance at just 18 with Portman Building Society, quickly progressing into personal banking. His interest in helping clients make confident financial decisions led him to complete his financial advice qualifications in 2008. This journey ultimately inspired him to establish Corcillium Wealth Management in 2017, where he continues to provide tailored advice built around long term relationships and trust.

In 2023, Leon transitioned to an independent model under 2plan, giving his business the freedom and flexibility to deliver fully personalised, client focused financial strategies. Independence remains central to his approach, allowing him to offer advice without ties to any product provider.

He typically starts around 5 a.m. with a gym session followed by a walk with his dog, his way of creating clarity and setting a positive tone for the day. The highlight? Connecting with clients, whether that's face to face, on Teams, or over the phone.

https://www.2plan.com/

💡 Did you know? If you're a basic rate taxpayer, HMRC gives your pension contributions a 25% boost!Put in £80, and it be...
14/05/2026

💡 Did you know?


If you're a basic rate taxpayer, HMRC gives your pension contributions a 25% boost!

Put in £80, and it becomes £100 — just like that.
⁠
Maximise your future with help from Corcillium Wealth Management.

⁠It pays to plan ahead — literally.

👉 www.corcilliumwealthmanagement.co.uk

[email protected]" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]

01483 654135



A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation

🌟 Happy International Nurses Day! 🌟Today, we honour the incredible dedication, compassion, and expertise of nurses every...
12/05/2026

🌟 Happy International Nurses Day! 🌟

Today, we honour the incredible dedication, compassion, and expertise of nurses everywhere. At Corcillium Wealth Management, our family has witnessed first hand the kindness and unwavering care that nurses provide. Your work goes beyond medicine; it brings comfort, hope, and humanity when it’s needed most.

From all of us, thank you for making a difference, one patient at a time. 💙

Address

86 Chalet Hill
Bordon
GU350BQ

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 9am - 5pm
Thursday 9am - 5:30pm
Friday 9am - 5pm

Telephone

+441483654135

Website

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