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.

Sarah: We were just earning money and not sure what best to do with it. We’d got a little bit of protection in place but that was all out of date. And we had a lot of conversations with parents saying, “you really ought to speak to someone. It’s not pretentious and we don’t feel out of our depth. We completely trust them to deal with all the things we haven’t got the time of the knowledge to understand. Ben’s got so much patience in explaining things over and over again when he needs to, and also accepting when we change our minds.

Warren: He has the knowledge of how to run the bits we’re not familiar with. 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 because we run a company and need to get money out of that. It’s having someone we trust to do that. And he’s worked with us for ages and is always very friendly and has a personal approach to things. Our incomes have also grown over the time but even when we didn’t have a particularly great income, it never felt like a barrier to talking to him about anything. He’d always help us.

Sarah: The main reason we went with Cordiner Wealth is that they’ve looked after my parents and grandparents so we’ve managed to have an integrated family approach to wealth management and inheritance tax planning and that’s all been done very tactfully and confidentially as required.

Warren: He’s always very approachable and flexible, meeting with us via video calls, phone calls or in person.

Sarah: It’s been really helpful working with someone who understands how it is to run your own company as that’s what they do. So we’ve had some really good advice on making sure the company assets work for us as a family.

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