Cordata Financial Solutions Ltd

Associate Partner Practice of St. James's Place Wealth Management


Michael Cross CII Diploma, Director of Cordata Financial Solutions

I joined the financial services industry in 1986.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

With my experience of more than 30 years as a financial adviser and as a representative of St. James's Place Wealth Management, my service is enhanced and complimented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies

Fundamentally I see my approach as one of problem, solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

Outside of my business, I am a keen golfer when time allows.

Charity is also important to me and I regularly give to various charities through the St James Place Foundation.

Tel: 0151 336 6424
Mobile: 07785 583225
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Eileen Heaton-Brook, Practice Manager

Based on the Wirral I joined the company in 2010, a complete occupation role change to the financial services industry.

I have in excess of 39 years' experience within the general insurance sector in respect of personal and commercial risks from underwriting to claims.

In a voluntary capacity I provide regulated money advice for a national charity through their offices on the Wirral.

I hold governor positions in Wirral for a 6th Form College and a secondary education special needs school both roles which I find to be very rewarding and are pleased to represent both organisations locally.

In my spare time I enjoy gardening and exploring new places abroad.

Tel: 0151 336 6424
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