Charlie and Lynn’s story

We were a bit uncertain as to what to do with our finances so we needed someone to help us organise them and make them work better for us.

Lynn: I think we were a bit uncertain as to what to do with our finances so we needed someone to help us organise them and make them work better for us.

Charlie: We particularly wanted to review what pension options might be available to us and the possible investment returns for some potential windfall money that might be coming our way. Working with Cordiner Wealth and Ben particularly has bought a lot of sense to our long term financial planning.

Lynn: I think Cordiner Wealth is a very approachable company, they’re very personable. They don’t do that hard sell. You feel as though you’re talking to a friend rather than somebody who is just trying to make money from you.

Charlie: Working with Cordiner Wealth and particularly with Ben, I’ve felt that he has a genuine interest in our wellbeing and that of our family financially in the longer term. Our approach to Cordiner Wealth came after some research through the Financial Services Authority website and the testimonials that are available on that website. And, as it happened, without us knowing, was also a client of Cordiner Wealth and that was very helpful to get that reassurance as well.

Lynn: We’d recommend him on the basis of his personal approach – friendly, personable, easy to get on with. You feel as though he is looking after your finances.

Charlie: Cordiner Wealth, my experiences of them thus far, has been great. They take a very sensible approach to money. They take some of the complexity away, some of the mystery.

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