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Dave Reed

Administrator

0113 262 1242 david@cordinerwealth.co.uk

About Dave

I have worked for the company over many years, initially inputting data, then working on valuations as part of a team assisting the advisers within the company.

I then became Frank’s personal Valuations Officer. I now help Ben and Shelley in a more varied role but continue to do valuations as my primary role.

What do you enjoy most about your job?

Being given the opportunity to continue my role as Valuations Officer and helping Ben with other projects that need doing.

Favourite way to spend a day off…

Spending time with my grandson Chase and gardening.

Spotlight questions

The next place on your travel bucket list…
Lake Garda as I missed out on the booked holiday due to Covid.
Three things that can instantly make your day better…
Sunny day, seeing my grandson, a coffee.
An achievement you’re really proud of…
Learning to play acoustic guitar.

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.

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