Helping business owners and those looking to retire to get the most out of life. Personalised financial planning, serving clients in Leeds, Harrogate, York and further afield. At Cordiner Wealth, we don't want you to miss out on a thing. Our independent financial planning services are designed to help you keep your wealth on track, focus on the future and achieve the life and legacy you really want.
It's our goal to see you reach yours, and it all starts with getting to know you. We're here to understand what matters most to you, what you'd like to achieve and what you'll need to get there. We'll guide you at every step, we'll stay as long as you need us, and we'll always be just a phone call away.
It's our goal to see you reach yours, and it all starts with getting to know you. We're here to understand what matters most to you, what you'd like to achieve and what you'll need to get there. We'll guide you at every step, we'll stay as long as you need us, and we'll always be just a phone call away.
Services
Back in the 1990s Frank Rosenhead realised that his true calling lay outside the family wholesale butcher business. In doing so, he set our long history in motion. Over the years, Frank developed the business, forming a reputation for diligence, expertise and lasting partnerships with clients. In 2008 he brought his son-in-law Ben into the firm as an apprentice adviser, and by the time Frank was ready to retire, Ben was ready to take the reins.
The people you see here are the same people you'll speak to on the phone and in person, so it's good to put some faces to names. We're lucky to have a team that brings together many years of professional experience and expertise, along with an unwavering dedication to helping you achieve your goals.
Everything starts with you, understanding where you are now and where you want to be. Of course, there's a lot to tell you about - you can learn more about how we build your Financial Life Plan and what's behind our investment philosophy below, but before we do anything else, we listen to what you have to say.
Before we talk about financial planning in any detail, it's worth taking a moment to look at what it really means. Our robust process takes you through three clear stages to help you identify the future you want for yourself, and how you can achieve it. It involves a paper plan certainly, but financial planning is much more than that.
We could tell you we bring years of professional knowledge and experience to the table, that we'll always put you first, and that we work hard to build strong, lasting relationships. All of that's true, but what really sets us apart is the set of core qualities we share with our clients.
When you've persevered in your own career, when you know what it is to find courage in the face of adversity, build on opportunities and create a better future, it can be hard to trust someone else with everything you've achieved.That's why we put so much work into understanding what really matters to you.
When you've persevered in your own career, when you know what it is to find courage in the face of adversity, build on opportunities and create a better future, it can be hard to trust someone else with everything you've achieved.That's why we put so much work into understanding what really matters to you.
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