about us
Driven by purpose: our mission and values
Our mission
At Cornerstone, we believe in empowering Independent Financial Advisers (IFAs) with the tools, expertise, and support they need to deliver a comprehensive and compliant service to their clients. Our mission is to form a true partnership with advisers, helping them grow their business, enhance client satisfaction, and ultimately increase income potential. We understand the complexities of the financial advisory world, and that’s why we offer not just a support system, but a strategic alliance that enhances both compliance and profitability.
Our values
Our core values revolve around trust, transparency, and collaboration. These values shape our approach to working with IFAs, ensuring that each partnership is built on mutual respect, loyalty, and a shared vision for success.
Our history
Building a community where advisers thrive
Cornerstone was established with a clear objective: to provide IFAs with a robust network that simplifies compliance, maximises business opportunities, and enhances income potential. With extensive experience in the financial services industry, our founders recognised a growing need for networks that go beyond compliance support, delivering strategic business advice tailored to the unique challenges faced by independent advisers.
Our journey began with a vision to build a community where advisers could thrive without being burdened by regulatory concerns. Over time, Cornerstone has grown into a trusted partner for advisers across the EU, helping them navigate the evolving regulatory landscape and empowering them to focus on providing exceptional service to their clients.
Unlocking opportunities with MIFID II
How MiFID II licence supports IFAs in compliance, growth, and client confidence
ESG
Embedding sustainability at the core of our business
At Cornerstone, ESG considerations are at the heart of our business practices. We recognise that financial advisers have a significant role to play in driving positive change, and we are committed to helping our members integrate ESG principles.
We actively promote sustainable practices within our own operations and encourage IFAs to do the same. By aligning with responsible investment strategies and ethical business practices, we ensure that the impact of our work extends beyond the bottom line. Whether it’s reducing our carbon footprint or fostering inclusive and ethical workplace environments, we are dedicated to promoting a future where financial success is achieved in harmony with the well-being of society and the environment.
