Our Purpose

When we sit down together to map out your goals, what we’re really doing is painting a picture of your past, present, and future self.

 

It’s important to understand where you’ve been if you’re going to effectively get where you want to go. Whatever work we do together, it’s important that your life remains at the centre.

It can sound like a big undertaking, but over the years we’ve distilled this process into a fine art. There are six core steps to take in order to effectively manage your wealth, plan your future, and map your journey.

 

Click through the outer titles on the wheel below to learn more about each one.

1. Financial Coaching

Helping you stick to your plan.

Our purpose is to help you achieve the best life possible with the money you have. Your relationship with money is built up over a lifetime of experiences, both good and bad, accompanied by emotions hardwired into the way you think about finances. Understanding your attitudes and habits around money and spending forms a vital role in creating a realistic, individualised financial plan that will be successful for you.

 

Even the savviest investor can benefit from some financial coaching and support at times of market volatility, or when the media is screaming about the latest crisis. We’ll remind you that volatility can be good for a long-term investor and that remaining disciplined in downturns is what brings real rewards.

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We’d love to hear about what matters most to you. You can book a call with us today.

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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: The Gatehouse Business Centre, Mansion Gate, Leeds, LS7 4RF

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.