Guides

Everything you need to know about annuities when creating a retirement income

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7 allowances you might want to use before the end of the 2023/24 tax year

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10 incredible destinations to add to your bucket list

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The guide to using equity release to unlock property wealth later in life

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Guide: 7 useful questions if you plan to take a flexible income from your pension

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Intergenerational wealth planning: Your options when passing on wealth to the next generation

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Financial wellbeing: 4 steps to creating a financial wellbeing plan

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Your guide to pension consolidation: The pros and cons you need to know

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The essential guide to ISAs

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The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023

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Guide: 10 new year resolutions that could boost your financial wellbeing

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Guide: 12 of the best Christmas markets to enjoy in the UK and Europe in 2022

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Financial wellbeing: 6 ways to help you make better financial decisions

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The parents’ guide to paying for university and student loans

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Your complete guide to buy-to-let

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Your complete guide to financial protection

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The top 10 sporting events coming to the UK in summer 2022

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The useful guide to reaching your retirement goals

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5 positive ways your pension can help your business

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7 things business owners should do with surplus cash in their business

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10 key things to consider as you approach retirement

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Your retirement choices: how to generate an income in later life

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Building a nest egg: How to create financial security for your children and grandchildren

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10 ways to lead a more sustainable life

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Leaving an inheritance vs gifting during your lifetime

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The guide to later-life planning and care

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10 simple but effective ways to create a better you

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10 ways to make the most of your garden in 2021

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Behavioural biases: How they impact your financial decisions

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The history of investing and what you can learn from the past

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10 things that could increase the value of your property

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Cordiner Wealth

We’ve been advising clients and helping them with their retirement planning for more than 25 years.

We recognise that no two clients are the same, but over the years we’ve come to recognise some familiar values.

We work with people who work hard and have clear goals for the future.

They are no strangers to a challenge and are not unfamiliar with perseverance and determination. They are serious about what they do for a living, but they also want fulfilment – they work to live, not the other way around.

We are an independent firm, dedicated to getting the best possible outcome for all our clients, with the key driver being that we see financial advice as a long-term relationship, rather than a one-off event.

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Get in touch

We’d love to chat through your goals, hear about what matters most to you and see where we could help. Email us at hello@cordinerwealth.co.uk or call 0113 262 1242.

Alternatively, use our online book a call facility to schedule an initial consultation.

Please note – A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The value of your investment (and any income from them) can go down as well as up which would have an impact on the level of pension benefits available.Your pension income could also be affected by the interest rates at the time you take your benefits. The tax implications of pension withdrawals will be based on your individual circumstances. Levels, bases of and reliefs from taxation may change in subsequent Finance Acts.

The value of your investments can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

Taxation details in this guide are based on our understanding of current law and rates as of March 2021 and are subject to change.

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: 5A Harewood Yard, Harewood Estate, Leeds LS17 9LF

If our clients are not satisfied with the outcome of their compliance, they will have the right to refer it to the Financial Ombudsman Service, free of charge, at the Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their website www.financial-ombudsman.org.uk.

The value of investments and the income from them can go down as well as up, so you could get back less than you invested. In the investment world, the past is not a reliable guide to the future.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change, content of the website may not reflect the latest changes.

Cordiner Wealth is not responsible for the content of external links.

Book an appointment today

We understand that everyone has different needs. Which is why we want to let you know that we’re happy to meet clients both remotely and face-to-face, whichever is easiest for you.

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