Cordiner Wealth
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
Money is simply the tool to help you live the life you want; nothing more, nothing less.
The key to financial happiness is a great plan. If you are looking for someone to sell you a product, we are not the firm for you. If you want someone to understand your life goals and then build a financial plan to achieve them, whilst delivering long-term security, we’d love to hear from you.
Our clients typically fall into two groups:
1. Planning for retirement: How can you plan for the future, whilst living for today? How can you achieve your current life goals and those of later life?
2. At retirement: You’ve reached an age where you want to stop working or at least slowdown. How can you turn your pension pot into a sustainable income, to last for the rest of your life, whilst leaving something behind for your loved ones?
The answer to all these questions, and more, is simple: a great plan.
Typically, our clients live within a 20-mile radius of our office, perhaps in Leeds, Harrogate, York, Wetherby, Boston Spa or the surrounding towns.
If we’ve described you, then please get in touch.
In simple terms, two things:
1. Understand what you want to achieve in life
2. Put together a great financial plan to deliver your goals
It really doesn’t have to be much more complicated than that.
All our advice is delivered in a professional, personal and friendly way. You will find that we are transparent in everything we do and communicate in plain English.
There’s no stuffiness here, just a team dedicated to your financial future.
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Online (Live chat, video, email)
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Face to face
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: The Gatehouse Business Centre, Mansion Gate, Leeds, LS7 4RF
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