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