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Financial consultant

Cordiner Wealth 5A Harewood House Estate, Harewood LS17 9LF

Cordiner Wealth-0
Cordiner Wealth 01
5.0
Closed
Tuesday9AM–5PM

0113 262 1242

http://www.cordinerwealth.co.uk/

5A, Harewood Yard Harewood House Estate, Leeds LS17 9LF, United Kingdom

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Services

  • Estate Planning
  • Financial Coaching
  • Financial Planning
  • General Investment Consulting
  • Investment Advising
  • Tax Planning
  • Wealth Management
  • Cashflow Forecasting
  • Investments
  • Pension Planning
  • Pensions Advice
  • Retirement Planning

Cordiner Wealth Reviews

P

P Hillcoat
5.0

My wife and I have used the services of Cordiner Wealth for many years (since it was The Financial Advice Company). We have always found Ben to be a thoroughly professional adviser who is genuinely interested in understanding his clients’ financial goals, tailoring his advice accordingly.As our personal circumstances have changed over the years (bought first house, got married, had children), Ben has always been available to help with our changing priorities.The excellent service we have received from Ben, along with the results to date give us full confidence that our investments are in safe hands.Having developed the depth of trust that is only possible with such a long-standing relationship, I cannot imagine going anywhere else for financial planning services.I would not hesitate to recommend Cordiner Wealth to anyone seeking to plan their financial future.

Response from the owner

Thank you so much for leaving this fantastic review. To read about the positive impact of your financial planning with Ben makes us feel both proud and appreciative. It’s a pleasure working with you and we hope to do so for many years to come.

D

Derek & Jean Pine
5.0

We have now been with Cordiner Wealth since it began many years ago as 'The Financial Advice Company'. We have always found them to be very personable and interested in us as people as well as well as taking care of our investments. They are a very professional organisation who are always pro-active in dealing with our investments. We always feel that our money is safe in their hands.

Response from the owner

Thank you so much for taking the time to leave this review, Derek & Jean. We really appreciate your kind words and we're so pleased to hear that you are happy with our services.

A

Andrew Castelow
5.0

My wife and I have been working with Ben and his team for over a decade. We have been extremely happy with the results. Ben is extremely thorough and we have always found his advice and recommendations to be sound. Over the years Ben has introduced technology that has improved accessibility but it has not been at the expense of the personal touch that Ben and his team provide.

Response from the owner

Thank you so much for taking the time to write your review, Andrew. It really does give the whole team a boost to read such positive feedback. All the best.

R

Ron Hillcoat
5.0

We have been using Cordiner Wealth for our financial advice and planning for many years. We have always found them to be proactive as well as responsive, easy to talk to whilst maintaining a professional level of service throughout.They have consistently demonstrated an understanding of our financial requirements, have listened to and taken on board our investment views and applied their in-depth knowledge and contacts within the financial sector to deliver a sound investment portfolio which meets our needs.They have provided us with excellent advice on Pensions, Investments and Inheritance Tax planning etc.We would therefore confidently recommend Cordiner Wealth to anyone who requires advice or assistance in the financial markets.

Response from the owner

Ron, thank you so much for your kind words we appreciate it. It is a pleasure to work with both you and Iris.

N

Nick Pinches
5.0

Ben has been advising me for about 20 years and has been key in helping me plan for security in my retirement. I can thoroughly recommend him and his small team.

Response from the owner

Thank you so much for your kind words Nick, much appreciated.

J

Janet Potter
5.0

I have been a client of Ben Cordiner and predecessor organisations for around 20 years , first with my husband and since his death in 2017, on my own. I have been very satisfied throughout, advice is tailored to my needs and I feel my finances are in safe hands. I have seen a good return on investments advised by Ben.

Response from the owner

Thank you so much for taking the time to leave this 5 star review. It gives us pride & satisfaction to hear that you feel your finances are in safe hands.

S

Sarah Sherliker
5.0

We have benefitted from Ben Cordiner's excellent professional expertise for over 15 years as our family, career and own business have developed and can highly recommend his services. A combination of a personal approach, with plenty of time to listen, understand and explain along with the use of innovative technology gives us the peace of mind that our financial plans continue to align with our ever-changing life plans.

Response from the owner

Thank you so much for our 5 star review! It's a real boost to the whole team to hear such positive feedback. We look forward to working with you for many years to come.

M

Margaret Smith
5.0

We have been working with Cordiner Wealth for very many years and always found them most professional and up to date with any new financial initiatives or changes in government policy. Ben ensures we have all the necessary information for annual reviews, with clear suggestions of any "tweak" that might be beneficial to our portfolio or changes in our circumstances.

Response from the owner

We appreciate you taking the time to leave your review Margaret. It's a pleasure working with you.

D

Debbie Whitaker
5.0

We have been working with Cordiner Wealth for some time and they have been instrumental in aligning our business with our personal goals and enabling us to have the vision and ability to achieve those goals. Ben has excellent business knowledge and is the go to person for businesses looking to formulate a strategy so the business creates the wealth to achieve personal ambitions. Highly recommended

Response from the owner

Thank you so much for your kind words & recommendation Debbie. We really do appreciate it.

K

Keith C
5.0

Given ongoing sound advice on pension and ISA investments since around year 2000, prior to and during the retirement of both myself and wife.Helped to set up investments for our grandchildren who live abroad.Very happy with investment returns.

Response from the owner

It's good to hear that you're happy with your returns Keith. Thank you for your review.

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