Welcome to Cormack Wealth Management
At Cormack Wealth Management, we make it personal. When clients trust us with their finances to create the life they want, that is our biggest privilege.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
Testimonials
Pete and his team are very experienced, incredibly professional but also very easy to deal with and once you are a client they continue to make you feel very special indeed. I am always very satisfied with how my investments are performing and this is simply down to Pete and his team keeping a cl...
We have been clients of Pete Cormack for a number of years. He provides exceptional personal service - is a true professional and we have every confidence that our financial affairs are in the best of hands. Pete and his team always go the extra mile to ensure that we are appropriately info...
Peter has been advising my wife and I for several years now. Our investments have grown significantly and we have always felt in safe hands.
Every query is answered promptly and every external hassle ironed out.
Most grateful
Cormack Wealth has been an integral part of my family’s financial planning and wealth management, with a personal touch that is best in class.
All discussions are dealt with in the strictest of confidence, and I would highly recommend Peter and his team to anyone who is looking for a fami...
Peter has always provided pragmatic and sound advice, having regard to my personal circumstances and financial goals. The service and support is excellent, with the reports and recommendations being clear and easily understood. Peter is extremely approachable and very easy to deal with. I would not ...
Peter Cormack provides a highly professional service whilst maintaining a uniquely personal touch. As a client, one's individual needs and aspirations are addressed with consideration and meticulous attention to detail. I would recommend him to anyone in the highest terms.
I had several pension pots with ex-employers and no forward looking retirement plan having just started life as an contractor. I worked with Peter to get my pots brought together and a contribution plan established that would allow me to aim for a comfortable retirement. I'm grateful to both Pete...
Having had my portfolio with Peter Cormack for over 20 years, I would not hesitate to recommend him and his team. An in depth knowledge of the markets combined with a timely and courteous manner means I not only trust him to manage my funds in an effective manner but I enjoy the process as well!
He has an exceptional talent for communicating and demonstrating complex matters in a way that makes them easy for anyone to understand. Over the years I have been a client, the service and support have been excellent and I would confidently recommend him to anyone.
Looking to consider our finances at retirement, we met with Pete and Kerry who immediately put us at ease and gave a thorough assessment of our position. Pete took time to breakdown the jargon, enlightened us with advice before explaining appropriate options. He quickly alleviated the stresses we...
I asked around for someone who would be able to advise on the transfer of my commercial property into my SIPP and Pete was one of three people recommended to me. I met all three, chose to go with Pete & am very happy I did. The service was thorough, responsive, personal & most importantly...
Our adviser, Pete Cormack, has been known to us for over twenty years. He is totally trustworthy, and we regard him as a friend.
I am incredibly grateful for the expert guidance provided by Peter Cormack and the Cormack Wealth Management Team. Their professionalism, attention to detail, and personalised approach have truly exceeded my expectations. With their help, I feel confident in my financial decisions and secure in m...
I would just like to take the time out to thank you for looking after my investment. The professional manner in which I’ve been treated from day one and the ongoing service provided has been 1st class. My knowledge of investments involves picking up the Racing Post in the morning and c...
I cannot speak highly enough of Peter and Cormack Wealth. His personable nature, coupled with his unwavering professionalism and extensive knowledge, truly sets him apart in the market. Pete's dedication to understanding what truly matters to his clients goes beyond mere financial advice; he craf...
Having been involved with Cormack wealth for a number of years now, I can honestly say how professional, caring, and easy they make the whole process. They always check in, travel long distance, or pick up the phone and help me understand exactly the plan, short and long term and do their upmost ...
Pete and his team are very experienced, incredibly professional but also very easy to deal with and once you are a client they continue to make you feel very special indeed. I am always very satisfied with how my investments are performing and this is simply down to Pete and his team keeping a cl...
We have been clients of Pete Cormack for a number of years. He provides exceptional personal service - is a true professional and we have every confidence that our financial affairs are in the best of hands. Pete and his team always go the extra mile to ensure that we are appropriately info...
Peter has been advising my wife and I for several years now. Our investments have grown significantly and we have always felt in safe hands.
Every query is answered promptly and every external hassle ironed out.
Most grateful
Cormack Wealth has been an integral part of my family’s financial planning and wealth management, with a personal touch that is best in class.
All discussions are dealt with in the strictest of confidence, and I would highly recommend Peter and his team to anyone who is looking for a fami...
Peter has always provided pragmatic and sound advice, having regard to my personal circumstances and financial goals. The service and support is excellent, with the reports and recommendations being clear and easily understood. Peter is extremely approachable and very easy to deal with. I would not ...
Peter Cormack provides a highly professional service whilst maintaining a uniquely personal touch. As a client, one's individual needs and aspirations are addressed with consideration and meticulous attention to detail. I would recommend him to anyone in the highest terms.
I had several pension pots with ex-employers and no forward looking retirement plan having just started life as an contractor. I worked with Peter to get my pots brought together and a contribution plan established that would allow me to aim for a comfortable retirement. I'm grateful to both Pete...
Having had my portfolio with Peter Cormack for over 20 years, I would not hesitate to recommend him and his team. An in depth knowledge of the markets combined with a timely and courteous manner means I not only trust him to manage my funds in an effective manner but I enjoy the process as well!
He has an exceptional talent for communicating and demonstrating complex matters in a way that makes them easy for anyone to understand. Over the years I have been a client, the service and support have been excellent and I would confidently recommend him to anyone.
Looking to consider our finances at retirement, we met with Pete and Kerry who immediately put us at ease and gave a thorough assessment of our position. Pete took time to breakdown the jargon, enlightened us with advice before explaining appropriate options. He quickly alleviated the stresses we...
I asked around for someone who would be able to advise on the transfer of my commercial property into my SIPP and Pete was one of three people recommended to me. I met all three, chose to go with Pete & am very happy I did. The service was thorough, responsive, personal & most importantly...
Our adviser, Pete Cormack, has been known to us for over twenty years. He is totally trustworthy, and we regard him as a friend.
I am incredibly grateful for the expert guidance provided by Peter Cormack and the Cormack Wealth Management Team. Their professionalism, attention to detail, and personalised approach have truly exceeded my expectations. With their help, I feel confident in my financial decisions and secure in m...
I would just like to take the time out to thank you for looking after my investment. The professional manner in which I’ve been treated from day one and the ongoing service provided has been 1st class. My knowledge of investments involves picking up the Racing Post in the morning and c...
I cannot speak highly enough of Peter and Cormack Wealth. His personable nature, coupled with his unwavering professionalism and extensive knowledge, truly sets him apart in the market. Pete's dedication to understanding what truly matters to his clients goes beyond mere financial advice; he craf...
Having been involved with Cormack wealth for a number of years now, I can honestly say how professional, caring, and easy they make the whole process. They always check in, travel long distance, or pick up the phone and help me understand exactly the plan, short and long term and do their upmost ...
Pete and his team are very experienced, incredibly professional but also very easy to deal with and once you are a client they continue to make you feel very special indeed. I am always very satisfied with how my investments are performing and this is simply down to Pete and his team keeping a cl...
SJP Approved 25/03/2024
The Partner Practice is an Appointed Representative of and 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 of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
