Your personal guide in a changing financial landscape

Helping business owners and those looking to retire to get the most out of life. Personalised financial planning, serving clients in Leeds, Harrogate, York and further afield.

Book a call

Your future is important – let’s get it right

At Cordiner Wealth, we don’t want you to miss out on a thing. Our independent financial planning services are designed to help you keep your wealth on track, focus on the future and achieve the life and legacy you really want.

Our family-run business is here for the things and people that matter to you. Together, we’ll help ensure your hard work translates into the life you deserve.

Find out more

What matters to you matters to us

It’s our goal to see you reach yours, and it all starts with getting to know you. We’re here to understand what matters most to you, what you’d like to achieve and what you’ll need to get there.

We’ll guide you at every step, we’ll stay as long as you need us, and we’ll always be just a phone call away. That’s what financial planning should be – a professional, personal service you can depend on.

Learn More
Cordiner Image

What our clients tell us

of our clients are satisfied we understand their needs
of our clients would recommend our service us to others
of our clients already have recommended us to friends, family members or colleagues.
Cordiner Wealth profile

We’re a VouchedFor Top Rated Firm

We have been included in the VouchedFor Top Rated 2024 Guide, distributed by the Times and the Mail on Sunday.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Better yet, we are Top Rated for a second time.

How we work

Our robust process takes you through three clear stages to help you identify the future you want for yourself, and how you can achieve it.

  • 1
    Mapping out your vision
  • 2
    Building a plan
  • 3
    Keeping you on track
Cordiner Image

A smarter approach to planning your retirement

Despite the ending that ‘retirement’ seems to imply, it’s really the start of a new phase that will last the rest of your life. It’s never too early (or too late) to get plans in place, but you need to know what you’re planning for – and when.

In this short guide we’ll show you how to make a friend of the future and face the next stage of your life with clarity and confidence.

Download the guide

Cordiner Wealth is a trading style of TPFA Limited, which is authorised and regulated by the Financial Conduct Authority. FCA reference number 611188. Registered in England and Wales as a Limited Company No. 8453762. Registered address: 5A Harewood Yard, Harewood Estate, Leeds LS17 9LF

If our clients are not satisfied with the outcome of their compliance, they will have the right to refer it to the Financial Ombudsman Service, free of charge, at the Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their website

The value of investments and the income from them can go down as well as up, so you could get back less than you invested. In the investment world, the past is not a reliable guide to the future.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change, content of the website may not reflect the latest changes.

Cordiner Wealth is not responsible for the content of external links.

Book an appointment today

We understand that everyone has different needs. Which is why we want to let you know that we’re happy to meet clients both remotely and face-to-face, whichever is easiest for you.

Click here to make an appointment face-to-face

Click here to make an appointment remotely