Cordiner Wealth

Independent Financial Adviser  Cordiner Wealth, Harewood, West Yorkshire, LS17 9LF
First meeting at adviser's own cost
We help people who want to take retirement planning seriously or stop working now. We do Financial Planning with integrity: our expertise, your future.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 19th April 2021
Meet our advisers
MR Ben Cordiner DipPFS
Director & Independent Financial Adviser

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.

About us

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.

Our services

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.

Where to find us
Head office address: Cordiner Wealth, 9D Harewood Yard, Mansion Gate, Harewood, West Yorkshire, LS17 9LF
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
9.0/10
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FCA authorised
Last authorised 19th April 2021

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