Purpose-led financial planning, built around you
About us
Cohesion Financial Solutions is a purpose-led UK financial planning firm dedicated to making your personal and business finances feel cohesive, considered and truly yours.
We simplify complex financial decisions, guide you with empathy and expertise and provide holistic financial solutions that help you plan with confidence.
Learn more about the people behind Cohesion, their experience and how they bring clarity, connection and care to every client’s financial journey.
Meet the team
Who we are
We believe financial planning is about people, not just numbers. Cohesion exists to support, protect, and empower you, your family and your business.
Founded on trust, integrity, and responsibility, we deliver advice that is:
Clear
Making the complex simple so you feel informed and confident
Connected
Fostering lasting relationships and joined-up thinking
Empowering
Sharing knowledge to help you take control of your financial future
Whether you’re navigating change today or planning for tomorrow, we’re here to guide you every step of the way.
What we do
We provide comprehensive financial solutions for individuals, families and businesses, covering every aspect of your financial life:
For Individuals & Families
- Personal Financial Solutions (financial planning, retirement planning, pensions, investments, protection, intergenerational wealth and more)
- Mortgages, equity release & protection
- Wills, Trusts & LPAs
For Businesses
- Commercial & corporate solutions, including business protection, employee benefits and directors/owner strategies
Explore our full range of solutions to find out more about how we can support your financial goals.
Our Solutions
Our Values
Our values guide everything we do and reflect how we work with clients:
Clarity
We simplify complex financial solutions so you feel confident making informed decisions.
Connection
We build lasting relationships, taking the time to understand your unique needs and goals.
Empowerment
We share knowledge and guidance to help you take control of your financial future.
Holistic
We look at your full financial picture, connecting all aspects of your life to deliver personalised solutions.
Integrity
We act ethically and transparently, always doing what’s right for you.
Responsibility
We align our advice and actions with our B Corp journey, considering the wider impact of our decisions.
Our approach
Bringing our values to life throughout your financial journey:
Paul Stokes:
Co-founder | Chartered Wealth Manager
Claire Mellon:
Co-founder | Chief Client Officer
Meet the people behind Cohesion
We’re not just financial professionals, we’re people who care deeply about your financial wellbeing. Learn more about us, our experience and what drives us on our Meet the team page
Find out moreOur professional standards
We’re proud to hold some of the highest professional accreditations in our field, including Chartered Fellow of the CISI, Chartered Wealth Manager status and Fellow of the Chartered Institute of Marketing.
These designations aren’t just letters after our names; they reflect our commitment to rigorous standards, ongoing learning and putting clients’ interests first.
On our individual profiles you can also discover more about the additional specialist qualifications we hold across areas such as pensions, mortgages, equity release, long-term care and investment management. Together, these accreditations give you confidence that the advice you receive is informed, ethical and backed by deep expertise.
Our commitments
We believe great financial advice is built on trust, transparency, and doing the right thing, every time. That’s why we align ourselves with respected charters and organisations that hold us to the highest standards of care, ethics, and client protection.
These commitments shape how we work, how we make decisions and how we support the people and communities we serve.
