About Us

About Us

Who we are

We count ourselves lucky to have the opportunity to help our clients create a financial plan that helps them to realise their dreams.

We never forget for one moment the trust that is put in us when we ask you to share your dreams and your personal and financial circumstances. It’s a privilege which we guard with strict confidence.

When we work together, we like to learn about you as a person, what it is that motivates you, what worries you about money, what you would really love to do, but have wondered if it’s truly possible.

We draw on our excess of 50 years’ experience in financial planning and financial services to map out how you can achieve your goals and objectives in financial terms.

We are open and honest and have a fair and transparent fee structure; there are no hidden surprises.

Our Vision

  • Corfe Wealth Management to be the leading Financial Advisers, bringing Financial Wellbeing to each generation and opening doors that realise their dreams.

Our Mission

  • Challenge the meaning of retirement
  • Help our clients realise their dreams during their Third Age of Life
  • Help our clients achieve Financial Wellbeing as this is the key that opens the door to more general Wellbeing.
  • Increase awareness about money matters amongst those in their 20s, 30s, 40s, introducing them to the concept of Financial Wellbeing.
  • Educate school and college pupils about money. How it matters to them now and in their future.

Our Values

  • We are open, honest and transparent in everything we say and do.
  • We have our clients’ best interests at heart. We never let products dictate or interfere in the way we advise. We always focus on our clients’ needs.
  • We go above and beyond. Our clients always feel they have received value in the advice and planning we provide.
  • We care. We seek ways to help others and give back whenever possible.
  • To be an employer of choice. We encourage our team to grow and develop through mentoring and training. We make work life rewarding, enjoyable and fun.

Meet the team

Chris Webb - Corfe Wealth Management

Chris Webb

Director & Chartered Financial Planner

Michelle Webb - Corfe Wealth Management

Michelle Webb

Director & Head of Client Services

Max - Corfe Wealth Management

Max

Partner

Let's realise the dream together

Making your dream real with Third Age Financial Planning