Cordiner Wealth

Who we are

Cordiner Wealth is a family-run business offering independent financial planning services to individuals and business owners in Leeds, Harrogate, York, and beyond. We take a personalised approach to understand your unique financial goals and work with you to create a tailored plan for achieving them.

Our mission

Our goal is to empower you to take control of your financial future and achieve the life you desire. We believe in open communication, transparency and building lasting relationships with our clients.

What we do

We offer a comprehensive range of services to help you:

1. Business Owners

• Organize your finances and streamline your financial processes
• Prepare for a smooth transition as you approach retirement
• Ensure your business succession is seamlessly managed

2. Retirement Planning

• Develop a personalized retirement roadmap to achieve your desired lifestyle
• Optimize your investments for growth and security
• Guide you through complex financial regulations and planning scenarios

3. Financial Planning

• Create a holistic financial plan that aligns with your goals
• Develop strategies to manage debt, investments, and taxation
• Gain clarity and control over your financial future

Our approach

We work in partnership with you, taking a collaborative and tailored approach to financial planning.

1. Discovery: We take the time to understand your individual needs, goals, and aspirations.

2. Planning: We work with you to create a customized plan and set achievable milestones.

3. Implementation: We guide you through the process of executing your plan and achieving your goals.

4. Review & Monitoring: We Regularly review and adjust your plan to ensure it remains relevant and effective over time.

Our values

At Cordiner Wealth, our core values are:

• Integrity: We uphold the highest ethical standards and act with transparency and accountability.
• Client Focus: We prioritize your needs and goals in every decision we make.
• Expertise: We leverage our experience and knowledge to provide you with sound financial advice.
• Communication: We believe in open communication and clear explanations to create trust and empower you.