Dave Reed
Administrator

The root of lifestyle financial planning is to target the best quality of life with what you have available. To do that, we need to have a complete understanding of your resources, so we can help you to plan realistic goals.

 

As our administrator, Dave is responsible for researching and bringing together all the information we need to prepare our client portfolio valuations. He’s also instrumental in office administration, supporting Julie in her role.

 

In his free time Dave loves to spend time with his grandson. He’s very handy with DIY and he’s quite partial to a good whiskey.

Talk to us

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

Book a Call

Stay in touch. Sign up to our newsletter.

Find out more

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: 9D Harewood Yard, Harewood Estate, Leeds, LS17 9LF

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.