Ben Cordiner

Managing Director and Financial Planner

Reviews and Ratings for Financial adviser Ben Cordiner, Leeds

About Ben

I came into financial planning after spending the first part of my career following university, in recruitment. My father-in-law, who ran his own financial planning firm, saw that I had the potential to become a financial planner and encouraged me to leave my career in recruitment behind and study for my financial planning qualifications.

Starting as a self-employed adviser, I then drove the strategy to form what has since become Cordiner Wealth. My role is split between Managing Director and hands-on financial planner. As MD, I keep in regular communication with the team to discuss client cases and monitor client investment portfolios. As a financial planner, I prepare and review clients’ financial plans ahead of progress meetings, meet with clients and prospective clients and respond to any questions and queries that arise between meetings.

My specialisms include advising business owners, helping them to align their business and personal finances, retirement income planning – helping develop sustainable withdrawal strategies for clients at and in retirement – and Inheritance Tax planning.

  • DipPFS – Diploma in Financial Planning (CII)

What do you enjoy most about your job?

Helping clients see the big picture and how they can achieve their goals and dreams.

It’s incredibly rewarding to know that our service brings peace of mind and clarity.

I love being able to simplify the complex and help people get their finances organised.

It’s also fantastic to work with such a tightly knit supportive team of dedicated experts.

Spotlight questions

Your favourite way to spend a day off…
Walking out in the countryside with Shelley and our two dogs. A nice lunch and perhaps a spot of shopping. I also enjoy getting out for a round of golf with my son, Joseph.
The next place on your travel bucket list…
Japan, then Thailand & Bangkok.
Three things that can instantly make your day better…
Sunshine, Snow, Mug of Yorkshire Tea
An achievement you’re really proud of…
Starting a new career as a financial planner and creating Cordiner Wealth. Having two amazing children who are intelligent, amazing and funny.
Something people might be surprised to learn about you…
I have traditional Japanese sleeve tattoos on both arms. I’m also learning to play the guitar, although I’m not as good as Joseph. Maybe one day we will form a rock band.

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.

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.

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