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 30+ 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 is a leading Financial Adviser that shares knowledge with each generation to bring an understanding of Financial Wellbeing and how this opens doors to realising 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

Director & Chartered
Financial Planner

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Michelle Webb

Director & Head
of Client Services

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Max

Partner
Max

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From an Accountant

“Chris and I have worked together on a number of projects. He is always well informed, dynamic and trustworthy. Chris is also well connected and seems to have a contact for every possible situation. In short, a good guy to do business with.

Start broadening your financial knowledge today

And create a better life for you and your family