Peter Cormack
Peter established Cormack Wealth in 2017. He provides financial advice to private individuals and their families and has extensive experience in manging the affairs of professional partners, business owners, senior executives, and sports professionals. Peter has a great understanding and expertise in bringing context to his client’s finances and one of his strengths is building long-term relationships, which over time allows his clients to identify what is important to them throughout the different stages of life in building an effective and efficient financial plan.
Peter has over 20 years experience in Financial Services and has worked within the wealth management division of a major bank and a national wealth management company in advisory and senior management roles. Peter always had ambitions of running his own business and he decided to take a leap of faith and use his knowledge and skill set to build up Cormack Wealth to what it is today as is proud of his achievements.
Outside of work Peter loves spending time with his family and socialising with friends. He has a passion for most sports and enjoys a round of golf and is a frequent visitor at both Easter Road and Anfield to watch his beloved teams Hibs and Liverpool.
Testimonials
I have only been a short time a client of Pete. He has been extremely helpful, very approachable and would recommend him in the highest terms. I know my financial affairs are in excellent hands.
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 n...
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...
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...
I have been with Cormack Wealth for a few years now and I have always received the upmost services. Pete and the team have always been most welcoming and have really made the effort to make me feel comfortable, not only with my finances but with being able to look for support in other ways too. I...
Peter Cormack of Cormack Wealth Management Ltd has been advising me in relation to all my financial affairs now for approximately 5 years. His knowledge and understanding of the finance industry is second to none, and more importantly, I trust him implicitly. The advice he gives is pivotal in my ...
Past performance is not indicative of future performance.
Working with Cormack Wealth Management has truly been a game-changer for us. The expertise of Peter and his team in wealth management and financial planning sets them apart. They consistently go above and beyond to provide personalised solutions for our family, guiding us through every step with ...
Past performance is not indicative of future performance.
I have trusted Pete with my financial affairs since the beginning of my sports career, and he has guided me and advised me ever since. Not only is he excellent at his job, my wife and I now count him as our friend. We know our finances are in such safe hands with Pete and his brilliant team.
Cormack Wealth has provided us with financial advice over seven years now. We have always appreciated the clear information provided by Pete and other staff. Our portfolio might be small but we have always felt like valued clients, and our investments have performed well. In addition Cormac Wealt...
Past performance is not indicative of future performance.
Whilst starting to make financial plans for our future, it became very clear that we needed professional advice on savings, pensions and investments. Cormack Wealth Management Limited came highly recommended from a friend who also uses their services. Having met Pete socially, I contacted him ask...
I was a little nervous before my first meeting with Pete from CWM, as I had no idea what to expect and what was involved with pensions and investments. I needed some pension advice and didn’t really know too much at all about the world of pensions, however from my very first contact to meeting t...
I have been a client of Cormack Wealth for several years now and have been consistently happy both with the service and the portfolio performance. Having worked in financial services previously I am delighted I was personally recommended a firm that takes the time to get to know my financial risk...
Past performance is not indicative of future performance.
As a first time investor I was pretty anxious about the decision to invest six years ago. After meeting with Peter I had no doubts that investing which is probably a relatively small amount in comparison to most investors was the right thing to do.
My investment journey however has seen s...
Past performance is not indicative of future performance.
We have been clients of Pete since 2017, developing a trusting and supportive relationship during this time. Our investments have been very well managed, even during very difficult geo-political turbulence, with positive results.
Throughout our arrangement we have been offered regular, dir...
Past performance is not indicative of future performance.
Choosing Cormack Wealth as my financial adviser has been one of the best decisions I've made for securing my financial future. Pete and the team's expertise and personalised approach has given me confidence in navigating complex financial matters. From investment strategies to planning my retirem...
Peter and the team at Cormack Wealth Management have provided us with sound advice on our personal financial goals and circumstances. The service and support from the whole team is excellent and extremely efficient. All communications, reports and recommendations are clear and easily understood. ...
As clients of Cormack Wealth Management we have been delighted with the advice and support from Pete and his team. He always provides a first class professional service.
Pete and the team have been invaluable in advising and supporting me with my personal financial goals. No question is too silly, and he has a great ability to explain the complex in an easy to understand manner. I feel very reassured that my investments are in safe hands, and that Pete and his te...
Since becoming a client of CWM I have been delighted with the advice and service being provided by Pete and his team. Everyone is so courteous and polite and make me feel at ease at all times.
Despite not having a medical background, Peter has always understood the complexities of the NHS and private sector and therefore has been able to provide tailored information for my needs. His advice is always well researched and sound. I would not hesitate in recommending him to anyone.
I have only been a short time a client of Pete. He has been extremely helpful, very approachable and would recommend him in the highest terms. I know my financial affairs are in excellent hands.
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 n...
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...
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...
I have been with Cormack Wealth for a few years now and I have always received the upmost services. Pete and the team have always been most welcoming and have really made the effort to make me feel comfortable, not only with my finances but with being able to look for support in other ways too. I...
Peter Cormack of Cormack Wealth Management Ltd has been advising me in relation to all my financial affairs now for approximately 5 years. His knowledge and understanding of the finance industry is second to none, and more importantly, I trust him implicitly. The advice he gives is pivotal in my ...
Past performance is not indicative of future performance.
Working with Cormack Wealth Management has truly been a game-changer for us. The expertise of Peter and his team in wealth management and financial planning sets them apart. They consistently go above and beyond to provide personalised solutions for our family, guiding us through every step with ...
Past performance is not indicative of future performance.
I have trusted Pete with my financial affairs since the beginning of my sports career, and he has guided me and advised me ever since. Not only is he excellent at his job, my wife and I now count him as our friend. We know our finances are in such safe hands with Pete and his brilliant team.
Cormack Wealth has provided us with financial advice over seven years now. We have always appreciated the clear information provided by Pete and other staff. Our portfolio might be small but we have always felt like valued clients, and our investments have performed well. In addition Cormac Wealt...
Past performance is not indicative of future performance.
Whilst starting to make financial plans for our future, it became very clear that we needed professional advice on savings, pensions and investments. Cormack Wealth Management Limited came highly recommended from a friend who also uses their services. Having met Pete socially, I contacted him ask...
I was a little nervous before my first meeting with Pete from CWM, as I had no idea what to expect and what was involved with pensions and investments. I needed some pension advice and didn’t really know too much at all about the world of pensions, however from my very first contact to meeting t...
I have been a client of Cormack Wealth for several years now and have been consistently happy both with the service and the portfolio performance. Having worked in financial services previously I am delighted I was personally recommended a firm that takes the time to get to know my financial risk...
Past performance is not indicative of future performance.
As a first time investor I was pretty anxious about the decision to invest six years ago. After meeting with Peter I had no doubts that investing which is probably a relatively small amount in comparison to most investors was the right thing to do.
My investment journey however has seen s...
Past performance is not indicative of future performance.
We have been clients of Pete since 2017, developing a trusting and supportive relationship during this time. Our investments have been very well managed, even during very difficult geo-political turbulence, with positive results.
Throughout our arrangement we have been offered regular, dir...
Past performance is not indicative of future performance.
Choosing Cormack Wealth as my financial adviser has been one of the best decisions I've made for securing my financial future. Pete and the team's expertise and personalised approach has given me confidence in navigating complex financial matters. From investment strategies to planning my retirem...
Peter and the team at Cormack Wealth Management have provided us with sound advice on our personal financial goals and circumstances. The service and support from the whole team is excellent and extremely efficient. All communications, reports and recommendations are clear and easily understood. ...
As clients of Cormack Wealth Management we have been delighted with the advice and support from Pete and his team. He always provides a first class professional service.
Pete and the team have been invaluable in advising and supporting me with my personal financial goals. No question is too silly, and he has a great ability to explain the complex in an easy to understand manner. I feel very reassured that my investments are in safe hands, and that Pete and his te...
Since becoming a client of CWM I have been delighted with the advice and service being provided by Pete and his team. Everyone is so courteous and polite and make me feel at ease at all times.
Despite not having a medical background, Peter has always understood the complexities of the NHS and private sector and therefore has been able to provide tailored information for my needs. His advice is always well researched and sound. I would not hesitate in recommending him to anyone.
I have only been a short time a client of Pete. He has been extremely helpful, very approachable and would recommend him in the highest terms. I know my financial affairs are in excellent hands.
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.
