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Cordiner Wealth – the story so far

Back in the 1990s Frank Rosenhead realised that his true calling lay outside the family wholesale butcher business.

He was working hard but not living the life he really wanted. He had the courage to take charge of his future and retrained as a financial adviser.

In doing so, he set our long history in motion. Over the years, Frank developed the business, forming a reputation for diligence, expertise and lasting partnerships with clients. In 2008 he brought his son-in-law Ben into the firm as an apprentice adviser, and by the time Frank was ready to retire, Ben was ready to take the reins.

Today, as Cordiner Wealth we pride ourselves on our history of excellence and personal service, but we also look to the future and new opportunities to help many more people.

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Giving something back

We’ve already had many great relationships and some wonderful opportunities, so it’s important to give something back. We understand that every person’s future, whatever it may bring is unique, precious and personal.

That’s why we proudly sponsor Starlight Children’s Foundation. Founded in 1986, the Foundation is dedicated to preserving childhood during serious illness, doing everything in its power to help children face the future with courage. They create play opportunities in hospitals and work hard to grant wishes, making every future a little brighter.

Visit their Website

Get to know us

As a Cordiner Wealth client you’ll be dealing with real people every day. The people you see here are the same people you’ll speak to on the phone and in person, so it’s good to put some faces to names.

Meet the team
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What our clients tell us

100%
of Cordiner Wealth clients are satisfied we understand their needs
100%
of our clients would recommend our service us to others
57%
of our clients already have recommended us to friends, family members or colleagues.
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Martin and Debbie’s story
Warren and Sarah’s story
Charlie and Lynn’s story
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.

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 www.financial-ombudsman.org.uk.

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.

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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.

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