About us

Cordata Financial Solutions was established in 2008, when in 2017 its Principal Michael Cross accepted an invitation to join St. James's Place Wealth Management. Prior to this, the Practice was operating as an IFA for nine years.

With offices in Cheshire and Merseyside, we are able to provide advice to clients across the North West of England.

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.

Cordata Financial Solutions Ltd is registered in England and Wales, Number 08394735. Registered Office: The Anchorage, 58 Parkgate Road, Neston, Cheshire, CH64 6QQ.