Cobra Financial Services Limited

Independent Financial Adviser  Cobra London Markets Ltd, London, EC3R 7AA
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FCA authorised
Last authorised 14th June 2021
Based in Central London and Buckinghamshire we provide totally Independent Financial Planning focusing on your needs and circumstances. Contact us.
We can advise you on
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR Alan Malyon
Senior Financial Planner
About us

We have over 25 years experience in helping people manage their investments, pensions, tax and estate planning. We concentrate on what we are good at which is providing independent advice. We use our skill and expertise to identify the top investment mangers and monitor how they are performing. We work hard to get to know our clients and whether it is active or passive investments you require we can assist in finding the right solutions.
We try to keep things simple and tailor our recommendations to meet individual requirements.
To arrange a free no obligation consultation please contact us.

Our services

We specialise in preparing a personalised financial plan to assist you in achieving your individual objectives. Our annual or more frequent review service, if required, ensures that you are kept on track to meet your goals. .

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Cobra London Markets Ltd, 1, Minster Court, London, EC3R 7AA

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Please contact us for a free initial meeting to discuss a comprehensive financial planning audit.