Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
|
| | |
|
|
| |
|
Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
|
|
|
| |
|
Cox and Company Independent Financial Advisers Address: Compass House, 125B London Road, Waterlooville, Hants, PO7 7BZ Telephone: 02392 240012 Fax: 02392 241214 E-mail: simoncox@thinkpositive.co.uk  Visit our Web Site:
www.coxandco.co.ukContact Name: Simon Cox MLIA CeMAP General information As a practice we have been established for over 15 years - Simon Cox is the adviser and Hilarie Lindley assists Simon by co-ordinating all administration and information support - between them they have over 40 years experience in financial advisory activity. We are able to offer a very wide range of personal and business Independent Financial advisory services, tailored to individual circumstances and requirements. As an IFA Partner with Positive Solutions, we are able to offer the benefit of national resources with full local and personal support - A disciplined and individual approach is taken to ensure arrangements for all clients are structured for maximum efficiency and performance. Main areas of activity include: * Flexible Investment planning - Personal and Business, income or growth .. or both * Individual and Business Retirement planning - a wide range of options and approach * Inheritance Tax Assessment and Planning - an increasingly important area of consideration (Positive Solutions is not responsible for, nor does the Financial Services Authority regulate advice concerning taxation matters) * Protection - life assurance, critical illness and income protection - Personal and Business * School and Education fees planning * Business and Commercial Mortgages and Finance - wide range of facilities available ______________________________________________________________________ A full Review and Report service for all or any existing arrangements is a cornerstone of our activity – with ongoing servicing and update an important priority. We provide our services on any basis of commission, fees or a combination of both - further details of this are available on request. A free initial consultation is offered in all circumstances. |
Terms
and Conditions
