Getting to know you

We love to talk with our clients, but more importantly we love to listen.

Everything starts with you, understanding where you are now and where you want to be. Of course, there’s a lot to tell you about ­– you can learn more about how we build your Financial Life Plan and what’s behind our investment philosophy below, but before we do anything else, we listen to what you have to say.

We don’t make assumptions and we definitely don’t use templates or ‘types’. Your financial plan is just for you – a road map to your unique future. There’s no off-the-shelf approach here; it’s a bespoke, holistic blueprint that sets out the full picture of how we’ll approach the years ahead, taking in financial planning, tax management, investments and pensions.

We’ll listen, we’ll talk and we’ll get to know who you are – what drives you, what concerns you and what you really want from life.

Get in contact

Have a question? But not quite ready to book a face-to-face meeting yet? We'd be more than happy to have a no-obligations chat. Use our message box below to get in touch.

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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: 9D 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 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.

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