Finding the right fit

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

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.

Taking the weight from your shoulders

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.

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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.

DOWNLOAD THE GUIDE

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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: 9D Harewood Yard, Harewood Estate, Leeds, LS17 9LF

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.