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Cordiner Wealth Hub

Client Login

On your desktop or as an app.

Cordiner Wealth Hub is our new, secure portal & mobile App, available exclusively to clients of Cordiner Wealth. With Cordiner Wealth Hub your financial information is centralised and available on demand.

Having a clear and complete picture of your financial life can bring peace of mind, helping you to make better financial decisions and achieve your financial goals.

Key benefits

  • Easy access to your banking, credit cards, property, pensions, savings & investments, mortgage and insurances 24/7 all in one place.
  • Income & spending tracking so you can see where your money is going & how much you can save over time.
  • A safe way of storing & organising your essential documents.
  • Daily valuations & share prices so you can track how your investments are doing.
  • A secure way to communicate with Cordiner Wealth, including document sharing.
  • Reminders of upcoming financial events, such as renewals.

Cordiner Wealth Hub is compatible with Apple / iOS and Android devices.

We take the security of your personal & financial information very seriously.
All Cordiner Wealth Hub data is protected using bank level security and encryption.

To set up your Cordiner Wealth Hub account, please contact the team on 0113 262 1242 or at hello@cordinerwealth.co.uk and we will send out your login details.

Contact us to set up your account

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

Click here to make an appointment remotely

Cordiner Wealth
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