Business Details
Your Trusted Financial Partner in Leeds
At Cordiner Wealth, we prioritise understanding your unique financial aspirations and circumstances. Our family-run business specialises in personalised financial planning for business owners and those approaching retirement, serving clients across Leeds, Harrogate, and York. With over a decade of combined experience, our FCA-authorised team employs a structured three-stage process to map your vision, build tailored strategies, and ensure long-term financial security.Recognised as a VouchedFor Top Rated Firm for three consecutive years, we maintain a client-centric ethos, evidenced by 100% satisfaction rates and a commitment to transparent, jargon-free advice. Our holistic approach integrates tax management, pension planning, and investment strategies to create bespoke roadmaps for your financial future.
Services
Financial Planning
Retirement Planning
Investment Management
Tax Management
Pension Advice
Estate Planning
Wealth Management
Risk Assessment
Portfolio Review
Financial Consultation
Highlights and features
- We offer personalised financial planning tailored to your unique goals
- Our team is authorised and regulated by the Financial Conduct Authority
- We use a proven three-stage process to map your financial future
- Recognised as a VouchedFor Top Rated Firm for three consecutive years
- Maintain 100% client satisfaction with transparent, jargon-free advice
Associations and certifications
- Financial Conduct Authority
- VouchedFor
What people say
Understand their needs
Would recommend
Top Rated Firm
No-obligations chat
Secure portal
Services
Financial Planning
Our bespoke financial planning service creates comprehensive roadmaps tailored to individual goals. We integrate tax management, pension strategies, and investment planning to optimise wealth preservation. With a focus on long-term security, our FCA-regulated advisors help business owners and retirees navigate complex financial decisions through structured, adaptable strategies.
Retirement Planning
Specialising in pre-retirement planning, we develop customised strategies to maximise savings and ensure financial security. Our approach considers tax implications, pension consolidation, and sustainable withdrawal plans. We help clients transition smoothly from wealth accumulation to income generation while maintaining regulatory compliance and investment flexibility.
Investment Management
We provide tailored investment solutions aligned with risk tolerance and financial objectives. Our strategies focus on diversification, asset allocation, and performance monitoring. Using daily valuation tracking through our secure portal, we ensure transparency while adapting portfolios to market changes and evolving client needs within FCA guidelines.
Tax Management
Our tax-efficient strategies aim to minimise liabilities while maximising growth potential. We specialise in navigating complex tax regulations for business owners, incorporating capital gains tax planning, inheritance tax mitigation, and pension tax relief optimisation within comprehensive financial frameworks.
Estate Planning
We develop holistic estate plans to preserve wealth for future generations. Services include will reviews, trust structures, and inheritance tax planning. Our approach ensures your financial legacy aligns with personal values while maintaining regulatory compliance and providing clear succession strategies for business owners.
People
Ben Cordiner
Managing Director and Financial Planner
Ben leads our financial planning services with over 15 years of industry experience. He specialises in retirement strategies and investment management, combining technical expertise with a client-focused approach to deliver tailored financial solutions.
Shelley Cordiner
Director
Shelley oversees strategic operations and client relationships. With extensive experience in wealth management, she ensures our services maintain the highest standards of professionalism while fostering long-term client partnerships through transparent communication.
Julie Wright
Personal Assistant
Julie provides essential support to our advisory team, managing client communications and administrative processes. Her organisational expertise ensures smooth service delivery and timely execution of financial planning activities.
Dave Reed
Administrator
Dave handles critical administrative functions, maintaining accurate records and supporting the advisory team. His attention to detail ensures regulatory compliance and efficient management of client documentation and financial data.
Questions
What financial services do you specialise in?
We specialise in comprehensive financial planning, retirement strategies, investment management, and tax-efficient pension advice tailored to business owners and pre-retirees.
How are you regulated and accredited?
We are authorised and regulated by the Financial Conduct Authority and have been recognised as a VouchedFor Top Rated Firm for three consecutive years.
Can I access my financial information online?
Yes, our secure Cordiner Wealth Hub portal provides 24/7 access to your financial data, investment valuations, and document storage with bank-level encryption.
Do you work with clients outside Yorkshire?
While based in Leeds, we work with clients across the UK through remote consultations and maintain local expertise in Yorkshire markets.
What happens during the initial consultation?
The initial no-obligation chat focuses on understanding your financial goals before progressing to our three-stage planning process involving vision mapping and strategy development.
