Cohesion Financial Solutions launches: a purpose-led approach to financial planning

Built on clarity, connection and care – helping clients plan with confidence and purpose.

We’re proud to announce the launch of Cohesion Financial Solutions, a purpose-led financial planning firm built on clarity, connection, and care.

Founded by Paul Stokes, Chartered Wealth Manager, and Claire Mellon, Chief Client Officer, we bring together more than 45 years of financial services experience with a shared belief that great advice should feel personal, not transactional.

Paul explains, ‘Cohesion is about creating calm in complexity. Financial planning isn’t just about numbers, it’s about giving clarity, understanding, and confidence, so clients can focus on what really matters: their lives, not the markets.’

Claire adds, ‘Our goal has always been to make financial planning accessible, transparent, and genuinely centred on people. We guide clients through every stage of their financial life – helping them make confident, informed decisions that align with their goals and values.’

We provide holistic financial solutions for individuals, families, and businesses, connecting every aspect of your financial life with clarity and purpose.

For individuals and families:

• Financial planning, including pensions and retirement, investments, protection, and intergenerational wealth strategies
• Mortgages, equity release, and protection
• Wills, Lasting Powers of Attorney (LPAs), and trusts 

For businesses:

• Commercial and corporate solutions, including business protection, employee benefits, and director or owner strategies

We’re also proud to be a Pending B Corp™, a supporter of the Better Business Act and a member of the Consumer Duty Alliance and Financial Vulnerability Charter, reflecting our commitment to ethical practice, transparency, and positive impact.

‘At Cohesion, we believe financial planning should empower, not overwhelm,’ says Claire. ‘This launch marks more than the start of a business, it’s the continuation of a belief that advice should make life simpler, not more complicated.’

Learn more about our values, vision, and approach to purpose-led financial planning on our About Us page. If you’d like to get in touch, we’d love to hear from you – please visit our Connect page to start the conversation.

Disclosures

This content is for information purposes only and does not constitute financial advice, which should be based on your individual circumstances. The information and guidance provided is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The value of investments and any income from them can fall as well as rise. You may not get back the full amount invested. The taxation of the investment is dependent on the individual circumstance of each investor and may be subject to change in the future.

The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning.

Your home may be repossessed if you do not keep up repayments on your mortgage. Think carefully before securing debts against your home. Not all mortgage contracts are regulated by the Financial Conduct Authority.