Financial Planning with Integrity

Our expertise, your future

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Peace of mind – today and tomorrow

Your future is important – let’s get it right.

 

Cordiner Wealth are Independent Financial Advisers. We help business owners, entrepreneurs and professionals to keep their wealth on track, focus on the future and achieve the life and legacy they really want.

 

As a family-run business we know you want the best outcome for you and the people you care about. We’ll help you to make sure all the time and hard work you put in translates into the life you deserve.

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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.

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We’ll do the hard work for you

Reaching your goals takes time – it’s not a sprint, but it shouldn’t feel like a marathon either. Whether you’re mid-career or thinking about retirement, we’ll do the hard work for you so you can get on with your life.

 

With your wealth planning in safe hands, today and tomorrow, you’ll have clarity about the present and all the help you need to navigate the years ahead.

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We work with people like you

It’s important to find the right fit, for you and for us.

 

We work with business owners, professionals and executives – those still in their working years as well as those approaching retirement.

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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 real 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.

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Talk to us

We’d love to hear about what matters most to you. You can book a call with us today.

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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: The Gatehouse Business Centre, Mansion Gate, Leeds, LS7 4RF

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.