As financial planners it’s essential for us to understand your unique goals and circumstances, but it’s also important to apply our professional expertise where it adds the most value.
We work with business owners, professionals and executives – those still in their working years as well as those approaching retirement.
We understand that keeping track of your full financial picture takes expertise, dedication and a steady hand, but most of all it takes time.If you’re working with multiple responsibilities and demands, it’s hard to dedicate enough time to making sure your finances stay in shape.
We’ve brought together some case studies to show you how we’ve worked with existing clients, taking the weight from their shoulders and helping them to reach their goals.
It’s important to find the right fit, for you and for us.
We work with business owners during their working years, and people who are approaching or at retirement. Find out more about how we help our clients on the following pages:
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.
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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