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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.

We work with people like you

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:

Running your own business is exciting and rewarding, but it can be stressful and time-consuming, meaning your personal finances and life goals take a back seat. See how we can help you organise your finances, freeing you to do all the things you want to do.
Business Owners
You only get one retirement so it’s essential to get it right. Afterall, this is your chance to live the life you’ve always wanted and get a return on a lifetime of hard work. Let us help you achieve your retirement goals and get more from your savings.
Thinking About Retirement

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.
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Charlie and Lynn’s story
Martin and Debbie’s story
Warren and Sarah’s story
Reviews and Ratings for Financial adviser Ben Cordiner, Leeds

VouchedFor

We’re featured on VouchedFor, the UK’s leading customer review site for financial advisers, mortgage advisers, solicitors and accountants. Click on the VouchedFor badge to read the reviews my clients have written about me.

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.