Our team of dedicated professionals

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.

We’re lucky to have a team that brings together many years of professional experience and expertise, along with an unwavering dedication to helping you achieve your goals.

Ben Cordiner

Managing Director and Financial Planner

Julie Wright

Personal Assistant

Dave Reed

Administrator

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.
Reviews and Ratings for Financial adviser Ben Cordiner, Leeds

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Learn about the way we work

Our Approach

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
    Tracking your progress

Get in contact

Have a question? But not quite ready to book a face-to-face meeting yet? We'd be more than happy to have a no-obligations chat. Use our message box below to get in touch.

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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: 9D 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.