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A safe pair of hands

Running your own business is exciting and rewarding, but it can also be stressful and time-consuming, leaving you little time to achieve all those other things you want to do in life.

Do you feel well organised in your business life, but in the dark when it comes to your personal financial plans for the future? We often encounter this. Many of our clients come to us with multi-step, detailed plans for their business, but nothing in place for their personal finances.

We’ll work with you to build one holistic plan for the future, and a comprehensive roadmap to the fulfilling and rewarding life you want to lead, in and out of work.

How do we help?

  • A comprehensive financial plan built specifically around your personal and professional ambitions and challenges.
  • Cashflow forecasting to help you understand what you have and what your future will look like under different scenarios.
  • Where it meets your objectives, an investment portfolio built to align with to your goals and approach to risk.
  • Advice on tax-efficient strategies for taking remuneration from your business.
  • Help planning your exit from the business, establishing what you want to do next and how much you will need to sell your business for, to achieve the future life you want.
  • Protection to ensure your assets and those you love are shielded from the financial impact of any unexpected changes to your health or life.
  • Pension planning to help you identify the most appropriate options and help to implement a strategy that takes you to the future you want.
  • Regular reviews of your plans to ensure they continue to work for you, and that you remain on track to achieve all you can from life.

Martin & Debbie's story

Martin & Debbie Whitaker didn’t have a plan before they started working with Cordiner Wealth. Their pension pots and savings were scattered and they had lost track of what they had.

Now they have a fresh perspective, a defined destination, and a clear path with milestones to get them there.

Warren and Sarah’s story

You can try and do finance yourselves and try and dig into things but you’re never going to be an expert, as Ben is, with all of the taxes, and government legislation and company implications.

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: 7 Park Row, Leeds, West Yorkshire, LS1 5HD

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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Cordiner Wealth
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