Cogent Financial Services
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
-
Mortgages
- Buy to let
- Buying first home
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Self-employed mortgages
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
-
Savings
- Lump sum
- Regular savings
-
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
-
Business
- Employee benefits
- Group pensions
- Group protection
4 Campden Lawns, Alderminster, Stratford Upon Avon, Warwickshire, CV37 8PA
Cogent Financial Services is an IFA practice which provides financial planning and advice services to its clients.
Cogent can work with clients on a one-off project or on an on-going basis.
All advisors are experts in pensions, investments, life insurance and mortgages.
Cogent also works with businesses operating group pension schemes for their employees.
We have a transparent charging structure and we will discuss and agree our fees before any chargeable work is started.
An initial meeting is held at no charge.
A core area for Cogent is working with clients to plan their retirement income. Critical to our retirement planning is developing a tax efficient saving strategy. We also advise on pension income to include flexi-access drawdown.
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