Email us
Phone us
Client hub Book a call
About you About us Meet the team What we do Client stories ResourcesContact us

You only do it once, so get it right

You only have one retirement. Make sure you are able to achieve everything you want to do with it.

It’s easy to think of retirement as something a long way off in the distance, that you’ll turn your attention to nearer the time – until it’s suddenly just around the corner. But when it does arrive, you need to be prepared.

We’ll help you make sure you are ready in every way possible, answering questions such as what age you’ll be able to retire, how much money you’ll need to live the retirement lifestyle you aspire to, and whether you are on course to have enough under your current arrangements. Where we forecast a shortfall, we will make recommendations to help you bridge the gap.

Retirement is your opportunity to fulfil dreams, tick items off your bucket list and of course, enjoy a pace of life set by you and not your work schedule. When your finances are working to your advantage, achieving all that is possible.

How do we help?

  • A plan built around your lifestyle dreams for your retirement.
  • Cashflow forecasting to help you understand how much money you will need to retire when you want, and achieve the retirement lifestyle you aspire to.
  • Pension planning to help you identify the most appropriate options and help to implement a strategy that takes you to the future you want.
  • Where it meets your objectives, an investment portfolio built to align with to your goals and approach to risk.
  • Estate planning and inheritance tax advice.
  • Protection to ensure your assets and those you love are shielded from the financial impact of any unexpected changes to your health or life.
  • 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.
  • Peace of mind that if circumstances change, you have a smart and flexible plan that can accommodate those changes.

Charlie & Lynn's story

Charlie & Lynn Dunn started out unsure what to do with their finances.

Since working with Cordiner Wealth, they have been able to make sense of their long-term goals and understand the plan needed to get there.

Cordiner Image

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

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