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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.