Cormorant Partnership

At Cormorant Partnership, we pride ourselves on building strong, long-term relationships with our clients. We understand that managing your wealth in today's fast-paced and ever-changing financial climate can be challenging, which is why we aim to provide a comprehensive and personalized service that meets your unique financial goals.

Our Story

Founded in 2008, Cormorant Partnership began as a response to the growing need for trusted and experienced financial advisors who could help individuals and families manage their wealth effectively. Our founders, Paul Haley and Niall Wijetunge, saw an opportunity to create a unique service that would provide clients with a single point of contact for all their financial needs. Today, our team of expert advisors continues to deliver exceptional service to clients across the UK.

Our Approach

At Cormorant Partnership, we believe that honesty, trust, and integrity are fundamental to a successful and productive partnership between client and adviser. Our advisors are committed to providing expert guidance, tailored to each client's individual circumstances and financial objectives. We take the time to understand our clients' goals, risk tolerance, and financial aspirations, and develop customized strategies to help achieve their objectives.

Our Services

Our comprehensive service encompasses a wide range of financial planning disciplines, including:

• Asset Allocation: We analyze the behavior, risks, benefits, costs, and characteristics of different asset classes to create a customized investment strategy that meets your unique financial goals.
• Taxation: Our team of experts has in-depth knowledge of principal taxes, including income tax, capital gains tax, inheritance tax, and more. We help you navigate the complexities of tax planning and minimize your tax liabilities.
• Wealth Protection: We provide expert advice on estate planning, pension planning, and trusts to ensure your assets are preserved and passed on to future generations.
• Governance: Our advisors work closely with clients to understand their governance requirements, including company secretarial services, and provide guidance on corporate governance best practices.
• Sustainability: We believe that Environmental, Social, and Governance (ESG) factors are critical components of a sustainable investment strategy. Our team of experts has extensive knowledge of ESG factors and can help you make informed investment decisions that align with your values.

Our Team

At Cormorant Partnership, we're proud of our talented team of advisors, each with their own unique expertise and skillset. Our team includes experts in taxation, investment, pension planning, and estate planning. We believe that our team's collective expertise is what sets us apart and enables us to deliver the highest level of service to our clients.

What Sets Us Apart

At Cormorant Partnership, we're dedicated to providing a personalized and holistic approach to financial planning. We believe that every client is unique, with their own set of financial goals, risk tolerance, and financial aspirations. Our advisors take the time to understand your individual circumstances and develop customized strategies to help you achieve your objectives.

Get in Touch

We're always here to help. If you have any questions or would like to learn more about our services, please don't hesitate to contact us.