Reviewed for

Insurance and Protection ( 18 )

Mortgages ( 1 )

Pensions ( 101 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 107 )

Investments and Savings ( 195 )

Pension Transfers - Non Specialist ( 19 )

Inheritance Planning ( 123 )

Long Term Care ( 30 )

Pension Transfers - Specialist ( 15 )

Financial Planning ( 114 )

Financial Mentoring ( 37 )

Financial Coaching ( 10 )

Reviewers' assets

£500k+ ( 44 )

£200k - £500k ( 37 )

£100k - £200k ( 9 )

£50k - 100k ( 1 )

( 1 )

Up to £50k ( 4 )

Client reviews

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Needed clarity on our retirement plan

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

Retirement planning, pensions consolidation and optimisation, investment management, and general financial and tax advice.

What could they have done better?

I can’t think of anything,

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Rutland

What were the circumstances that caused you to initially look for an adviser?

I had some money to invest.

Have you seen the outcome you were hoping for?

Yes, and Ben has exceeded my expectations, so I'm VERY happy.

How has Ben Cordiner helped you?

He has managed my investments and finances for 11 years now, exceeding my expectations and enabling me to have a great standard of living but still be able to prioritise parenting and quality of life over my career and salary needs.

What could they have done better?

Nothing!

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

financial security in retirement

Have you seen the outcome you were hoping for?

yes so far

How has Ben Cordiner helped you?

listening and advising

What could they have done better?

not a lot really

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

My husband was looking to invest his redundancy money

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

By recommending a portfolio suitable for our needs

What could they have done better?

Some of the online paperwork was difficult for my husband to understand and could not be sent to my email address as it was mostly concerning his pension payments

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

Have you seen the outcome you were hoping for?

Yes thank you

How has Ben Cordiner helped you?

Easy access to talk on the phone about any concerns or for advice.

What could they have done better?

Not sure!!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We had several different pension funds and investments in ISA's and other savings schemes which we wanted to consolidate and have professionally managed

Have you seen the outcome you were hoping for?

Yes. Our investments continue to provide the level of income we require whilst remaining funds are conservatively forecast to provide for our needs beyond our expected lifetimes.

How has Ben Cordiner helped you?

In addition to providing sound financial advice Ben and his team provide an efficient and responsive service which fully meets our needs. We have a high degree of confidence in all our dealings with Ben and have recommended him to other members of our family.

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Need to invest inherited money, general financial advice

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

A reassuring advisor in turbulent times and when my husband died

What could they have done better?

Nothing I can think of

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

The company i had used for my will went down and I was advised by a friend to try Ben when he then worked for/with a senior colleague.

Have you seen the outcome you were hoping for?

For sure, the investment by and large is likely to be for my children but has grown well even through the turbulent times in recent years.

How has Ben Cordiner helped you?

Monitoring and recommending changes

What could they have done better?

Hard to say, from my perspective they have done well for me.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I was nearing retirement and had many pensions and needed guidance

Have you seen the outcome you were hoping for?

Yes its ongoing

How has Ben Cordiner helped you?

Consolidated pensions, set up investment, arranged pension, directed to set up wills and Power of Attorney, yearly review and drawdown as required.

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

A lomng time ago I attended a presentation by Helen Bates and started investing. I was eventually passed on to Frank Rosenhead who originally worked for Helen but then set up on his own. Ben is Franks son-in-law and we have stayed with them ever since.

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

He has advised us for many years and his advice is always excellent and fits our circumstances.

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I regularly have an update on my affairs

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

I am now a very Long retiree - having been with the firm for 30 years!

What could they have done better?

Nothing now at my advanced age.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Financial matters were becoming extended and therefore rather complicated.

Have you seen the outcome you were hoping for?

Obviously one hopes that the value of investments will rise at a high and steady rate, but with world conditions as they are at the moment stability would seem to be the objective. This generally is being achieved.

How has Ben Cordiner helped you?

By consolidating investments and by predicting how things could look in the future. This is particularly important as one gets older.

What could they have done better?

Cannot think of anything at the moment.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

It was suggested by Barclays Bank years ago when I had considerable savings built up there. They asked me if I wanted to speak to their financial adviser, which I did.

Have you seen the outcome you were hoping for?

Yes, I have developed my investment portfolio constantly since then and established a secure retirement plan.

How has Ben Cordiner helped you?

He has guided me into better performing investments using my ISA and Pension allowances.

What could they have done better?

More regular communications outside the annual planning meeting to discuss changes over the year.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Investment of funds from sale of my company and a need to consolidate multiple pension pots

Have you seen the outcome you were hoping for?

Yes , outcome has been what we hoped for

How has Ben Cordiner helped you?

Very sensible and straightforward advice making all of the related processes and follow ups easy to understand.

What could they have done better?

Nothing , they have taken on board some previous comments on what they can do for me .

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Investing

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

To invest and get the best returns

What could they have done better?

Not alot

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Needed a lot of advice, not having any planned direction

Have you seen the outcome you were hoping for?

Yes, over the years

How has Ben Cordiner helped you?

Over the years my investments have performed as hoped

What could they have done better?

Satisfied as is

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

we wanted a coordinated and professional approach to manage the savings and investments we had accumulated during our working years

Have you seen the outcome you were hoping for?

yes

How has Ben Cordiner helped you?

by giving us professional advice on how best to invest our savings and how best to draw it down when required

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

Very good advice considering a number of options

What could they have done better?

N/A

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Berwickshire

What were the circumstances that caused you to initially look for an adviser?

Planning for our family's future

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

Ben has advised how to invest according to our risk profile.

What could they have done better?

Nothing, all advise has been excellent

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Recommendation from a family member

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

How my money can help me

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

The need to maximise interest in investments

Have you seen the outcome you were hoping for?

yes, by rationalising investments so that profit/loss can be easily accessed.

How has Ben Cordiner helped you?

See above

What could they have done better?

possibly by choosing better investments

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in East Riding

What were the circumstances that caused you to initially look for an adviser?

Coming up to retireme nt

Have you seen the outcome you were hoping for?

Definitely

How has Ben Cordiner helped you?

Advising and securing our our investments into our old age

What could they have done better?

Nothing we can think of

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We had received an inheritance

Have you seen the outcome you were hoping for?

Yes I think so.

How has Ben Cordiner helped you?

Ben and his team have been there to answer any queries I may have had in an understanding and caring manner. I am kept up to date with regular feedback. I feel confident in putting my trust in them.

What could they have done better?

I am happy with the service I am receiving.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

To start to be sensible about our money

Have you seen the outcome you were hoping for?

Yes we are on a journey to reaching our finance goals

How has Ben Cordiner helped you?

Ben has provided us with sound advice and guidance as to what we should do with our various pension pots and what our investment options are to reach financial freedom when we are ready to retire

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Durham

What were the circumstances that caused you to initially look for an adviser?

Needed professional advice

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

Oversee finances

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Expertise

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

I understand now about investing and pension

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Since retiring many years ago we soon realised that we needed help and advice to manage our financial affairs.

Have you seen the outcome you were hoping for?

The outcome is still on track to meet our goals.

How has Ben Cordiner helped you?

Ben has set out a financial plan which he regularly monitors which gives us peace of mind.

What could they have done better?

Nothing.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

When I came to realise that our own financial planning knowledge was not good enough to deal with what current savings we had and the not too distant situation of retirement.

Have you seen the outcome you were hoping for?

Yes, we now feel that the management of our financial affairs is on a firm, well monitored, basis.

How has Ben Cordiner helped you?

Ben was extremely helpful around the time of retirement, helping to explain the options open to us and the pros and cons of different approaches to the future.

What could they have done better?

As we have never experienced any difficulties with Ben it`s a little difficult to highlight any area that could be improved.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Family inheritance, early retirement

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

Provided guidance on options available

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I was due to retire and required financial advice on how best to manage by pension fund

Have you seen the outcome you were hoping for?

Yes - excellent advice

How has Ben Cordiner helped you?

Ben monitors my financial affairs and offers advice on the best options for me. Ben does not put any pressure on me to accept his advice, it is left to me to accept his recommendations or not.

What could they have done better?

Nothing as far as I am concerned. Ben or any member of his staff are always available to assist with any queries I may have.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Our family have used Ben and Ben's predecessors as advisors for many years. We realized we could do with some advice as we were getting married and had a house with plans for a family. Ben's team were the obvious choice as although they could not share our financial information with the rest of the family they did have an eye over all the various activities.

Have you seen the outcome you were hoping for?

We are on a solid financial footing in a lovely house with confidence in our future financial plans, so yes.

How has Ben Cordiner helped you?

Ben has guided us through ensuring we have all the relevant cover we need to cover for unexpected turns, sorted out our savings and pension pots. It has given us confidence that our future is well in hand financially.

What could they have done better?

Not a lot.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We had money to invest

Have you seen the outcome you were hoping for?

yes - very satisfied

How has Ben Cordiner helped you?

Ben has given us good advice

What could they have done better?

nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

LACK OF KNOWLEDGE ON FINANCIAL PLANNING ON MY BEHALF.

Have you seen the outcome you were hoping for?

YES

How has Ben Cordiner helped you?

HIS OWN KNOWLEDGE AND FORWARD PLANING AS HELP ME REACH MY GOAL.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

When originally I had savings to invest, and later when I retired.

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

Investment and IHT advice. Annual reviews in person. Readily telephone advice.

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Both my husband and I looked to Ben (and previously his father-in-law) to recommend how we invested our savings and sort out our personal pensions prior to retirement.

Have you seen the outcome you were hoping for?

A simple answer - yes!

How has Ben Cordiner helped you?

Guided us through the complex world of financial investments and pensions.

What could they have done better?

Not a lot.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

An inheritance many years ago initially through Bates firm and then passed on.

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

Yes

What could they have done better?

Any problem is with us not being able to keep up with fast moving IT

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Lump sum retirement payout

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

Invested my pot of money wisely

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Have been with Ben for many years

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

Continued with managing investments

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

Retirement planning and management of money

Have you seen the outcome you were hoping for?

Yes outcome expecting. We can always hope for more!

How has Ben Cordiner helped you?

Sound advice on management of pensions and investments

What could they have done better?

Times available for meetings are fairly limited to weekdays in middle of days - difficult when working.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cambridgeshire

What were the circumstances that caused you to initially look for an adviser?

I retired from work and needed to invest my lump sum payment and organise various savings accounts to plan for retirement and holidays

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

He has been there to offer advice and show us how to make our money work better for us

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We had a pension plus savings which we need to invest and grow for our retirement .

Have you seen the outcome you were hoping for?

We have seen good growth and feel confident in Ben Cordiner

How has Ben Cordiner helped you?

Whilst not having a large amount of money we have always been treated as though our business is important and our savings etc are being professionally managed with our best interests in mind

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Pensions planning

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

Guided and advised on planning for retirement and the future in retirement.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to come out of a Final salary pension & we were unable to do so unless we moved to an IFA.

Have you seen the outcome you were hoping for?

No. We were with Ben for over 3 years. We found Ben's fees very expensive for the quality of advice we got. Ben made over £7,000 from my pension pot & Bens advice last year netted us 0.64%.

How has Ben Cordiner helped you?

We were making more from our investments Ben wasnt controlling. We asked Ben to make changes to our portfolio allocation but Ben wasnt perpared to do this as he said he had many clients to look after & he couldnt afford to spend time rebalancing our portfolio. It appeard to be 1 size fits all, which wasnt what we wanted. Bens advice fee cost of over £7,000 per year wasnt value for money at all based on the returns Ben was achieving for us.

What could they have done better?

Bens fees are far too high based based on our experience of over 3 years.

Ben's reply

We did not provide advice on transferring out from your final salary pension; a Pension Transfer specialist provided this, and we took over the management of your pension following the completion of the transfer. We provided you with full financial planning, including a lifetime cash flow, demonstrating your ability to retire when you wish to, and you advised us that you valued this service. We recommended a global, diverse, evidence-based investment portfolio aligned to both your agreed risk profile and one that should deliver long-term annualised returns to more than meet the minimum return your financial plan required. Despite our best efforts, we could not persuade you of the benefits of a diverse global portfolio over those of your unregulated high-risk investments. We would like to clarify that over the time your investments were under our management (approx. four years), your portfolio returned just under 10% - this is net of all charges, including the initial fees paid to the Pension Transfer Specialist to transfer out of your DB pension. Unfortunately, your misunderstanding of our proposition and how we work led us to terminate our service agreement – this is what we believe has led you to leave this review. We wish you and your new adviser all the best for the future.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

The need for forward financial planing and advice on a substantial Pension Fund was becoming more important. Along with Wills and consideration to plan aroun Inheritance Tax .Yes

Have you seen the outcome you were hoping for?

Yes. A great deal of information is made available for our quarterly meetings with pro active advice agreed and acted upon.

How has Ben Cordiner helped you?

Over the years Ben has provided sound advice that positions us in a good place with financial security.

What could they have done better?

We are very pleased with our position todate.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I have worked with Ben for many years and with the previous company before Ben joined the team

Have you seen the outcome you were hoping for?

My portfolio has developed steadily over time and I have received very effective IHT planning advice.

How has Ben Cordiner helped you?

Ben has become very much a friend and during volatile times in the financial world is someone whose judgement I trust.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

To make money work for us. to forward plan, including retirement and eventual IHT.

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

He has explained the different ways to achieve these aims. and then followed up on the decisions made.

What could they have done better?

None that I can think of.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Surplus money to be invested.

Have you seen the outcome you were hoping for?

Sometimes. Depends on financial markets.

How has Ben Cordiner helped you?

His know-how about investing and financial planning.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

For advice on funding my retirement from paid employment.

Have you seen the outcome you were hoping for?

Far better than I expected.

How has Ben Cordiner helped you?

Managing my pension & investment funds; providing advice on the options for using my finances to meet my needs; inheritance planning.

What could they have done better?

Nothing comes to mind.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

They contacted us regarding Michael’s pension fund.

Have you seen the outcome you were hoping for?

Absolutely & more.

How has Ben Cordiner helped you?

Good advice running our pension to suit our needs.

What could they have done better?

Not sure, under these difficult times.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We were not particularly looking for an advisor. Cordiner Wealth just sort of appeared at a point in our lives when we had a small amount of income spare and knew we ought to think about future financial planning

Have you seen the outcome you were hoping for?

It certainly has! We are delighted with the service given

How has Ben Cordiner helped you?

We have been guided through Financial Planning to enable us to take a long term view of Financial Markets whilst looking after our short term needs.

What could they have done better?

Honestly, nothing I can think of

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Future planning

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

Careful, understanding and very thorough research. H

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Too long ago to remember!

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

He has advised me about my savings

What could they have done better?

Nothing

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Receiving an inheritance and needing advice on how best to make use of it for me and my family's long term benefit

Have you seen the outcome you were hoping for?

Absolutely yes.

How has Ben Cordiner helped you?

Taken time to understand our aspirations and our risk tolerance. He has shown us scenarios of various investment and spending options and how they will be likely look in 10, 20 & 30 years time.

What could they have done better?

?

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Needed advice on investing.

Have you seen the outcome you were hoping for?

Yes.

How has Ben Cordiner helped you?

Advised on investments and pensions

What could they have done better?

Happy with advice given over the years.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Norfolk

What were the circumstances that caused you to initially look for an adviser?

I inherited money & wanted to put it into a safe place to grow.

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

He's given me sound advice which has given me an income over the years & increased my original investment.

What could they have done better?

Nothing.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I needed to get out of cash & think about long term investments.

Have you seen the outcome you were hoping for?

I started investing in 2002, In which time my portfolio has seen unrivalled growth.

How has Ben Cordiner helped you?

Ben has helped me to maximise my returns to help build a sustainable financial future.

What could they have done better?

I don’t know the answer to that, so he must be doing something right!

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Started many years ago when I began to invest in Unit Trusts

Have you seen the outcome you were hoping for?

Yes, over the long term.

How has Ben Cordiner helped you?

Guided me and advised on my money matters.

What could they have done better?

In addition to the annual review meeting, and if it's feasible, I would like a very short email communication midway between reviews just to reassure me that everything with my portfolio was still on track. I know that I can track my portfolio at anytime but would not know the reasons behind any fluctuations. A 6 monthly reassurance would be helpful.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Planning for the future

Have you seen the outcome you were hoping for?

So far all is going to plan

How has Ben Cordiner helped you?

Ben has allowed us to understand our financial future and give us the confidence to enjoy retirement with no worries

What could they have done better?

Nothing

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Investment for long term growth.

Have you seen the outcome you were hoping for?

Yes.

How has Ben Cordiner helped you?

Undoubtedly

What could they have done better?

I'm totally satisfied with the service I have received over the years and have a confident feel about recommending his services.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Having managed to save a smallish amount of money there was then the realisation that I didn`t have the detailed knowledge to make good decisions as to where to invest it.

Have you seen the outcome you were hoping for?

In a word yes.

How has Ben Cordiner helped you?

Bens knowledge of the financial market and all its different and frequently changing regulations and situations is obviously invaluable for the advice he has given us.

What could they have done better?

Don`t really see an area of our situation that needs improvement.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Pension lump sum

Have you seen the outcome you were hoping for?

No because the markets have performed badly but that is the risk we take

How has Ben Cordiner helped you?

Provided good reports annually

What could they have done better?

Not sure

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

For somewhere where my hard earned money would be invested to give a better return than a bank

Have you seen the outcome you were hoping for?

At the moment yes

How has Ben Cordiner helped you?

Advised a portfolio appropriate to my needs

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

I feel secure about my investments

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Money to invest for retirement

Have you seen the outcome you were hoping for?

Yes

How has Ben Cordiner helped you?

Selected good investments and grown portfolio

What could they have done better?

No

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

What were the circumstances that caused you to initially look for an adviser?

To obtain expert advice with regard to my savings and existing investments.

Have you seen the outcome you were hoping for?

Generally yes considering the changing financial markets.

How has Ben Cordiner helped you?

Since being with Ben and his staff I/we feel more confident that our investments are well looked after and this has given me/us peace of mind.

What could they have done better?

I would like to have seen more growth. But I do realise that the financial markets dictate this somewhat.

Review from verified client

December, 2022

Overall

Service