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.

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

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.

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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.

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