Codec.
Noun.
A system used to encode and decode data for easier storage and transmission.
The name reflects our commitment to clients:
To remove the complexity from financial decisions, breaking them down into clear, actionable steps - leaving clients confident and in control.
Codec is a wealth management and financial planning firm that enables you to make confident, informed decisions about your money.
We’re independent so every recommendation we make is based purely on what’s best for you.
Founded by a financial professional with over 15 years experience - we specialise in long-term planning, investment strategy and financial clarity – so you can focus on the things that really matter.
As a small boutique firm, we offer our clients a truly personal service that is highly responsive, attentive and fully invested in your success. The result is a more human and flexible planning experience built around you.
Rory Kilbride FCSI
Chartered Wealth Manager & Financial Planner
Rory founded the business in 2026 after a successful career for a national wealth management firm. He has managed many of his client relationships for well over a decade and believes money should support your life, not complicate it. In a previous life, he dreamt of being a top session drummer, but financial advice came in a close second. Although based in Cornwall with his young family, he advises clients across the South West and further afield.
