Finding the right fit

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.

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.
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.

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

Click here to make an appointment remotely