We value what you value

No two clients are the same, but over the years we’ve come to recognise some familiar values.

They’re people who work hard and have clear goals for the future. They’re no strangers to a challenge, nor are they unfamiliar with perseverance and determination. They’re serious about what they do for a living, but they also want fulfilment – they work to live, not the other way around.

We recognise these values because we share them. We know about the difficulties of forging a unique path, just as we know the triumph of achievement. We’ve persevered in building our business our own way – fiercely independent and dedicated to our clients.

As an independent firm we are able to give independent advice on products and providers from the whole of the market, right across the world.

Our Process

With Cordiner Wealth you can expect professionalism, expertise and experience. But you’ll also get a lifelong commitment – a lasting partnership based on trust, integrity and a commitment to getting you to where you need to be.

We’ll ask the important questions, we’ll pass on our wisdom and we’ll always have the courage to tell you the truth about your money. We’ll help you stick to your plan even through harder times, but we’ll be there to celebrate your successes with you too.

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.
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.

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

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