Response rating
7.0/10
FCA verified
20th November 2017

Andrew Cohen Associates Limited

Independent Financial Adviser White Horse House, Crown Hill, Ashdon, Saffron Walden, Essex, CB10 2HA
First meeting at adviser's own cost
We provide a very personal service. Every client is treated as an individual with his or her own priorities/aims.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Estate planning
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Buy to let
    • Commercial for individuals
    • Equity release
    • Remortgage
    • Residential
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Andrew Cohen APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Richard Shepherd Cert PFS
Financial Adviser
Frank Banks-Seeney
Managing Director
Bruce Clark AFPS
Chartered Financial Adviser
Accreditations
Chartered Financial Planner
Where to find us
About us

Established 33 years ago. 4 advisers with a wealth of experience - advising individuals and small businesses in the Cambs/Essex areas. Highly qualified in specialist areas of Pensions, Investments, Inheritance Tax and Trusts.
Four Qualified Advisers, working on fees or commission basis.
Fully Independent - not restricted - advisers.
We will see you at our offices near Saffron Walden - or at your home or office. the first discussion - by phone, email or face to face will normally be at our cost; i.e. no charge to you.

Our services

Specialist in pensions advice - for tidying up old pensions, advising on up to date new pensions legislation and flexible drawdown as well as final salary schemes and annuities.
Andrew Cohen, Chartered Financial Planner, is a specialist and recognised adviser to USS (Universities Superannuation Scheme) members and has advised Cambridge University staff and senior academics since 1983.
Our investment process enables clients to select from a wide range of options - from simple basic funds - to Discretionary fund management. We advise on low risk as well as more adventurous funds e.g. VCTs, EISs and Inheritance tax plans.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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