Cogent Financial Services

Independent Financial Adviser 4 Campden Lawns, Alderminster, Stratford Upon Avon, Warwickshire, CV37 8PA
FCA verified
13th August 2018
Modern Independent Financial Advice. Specialists in pensions & investments. No hidden fees or charges.
We can advise you on
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Tim Jones Dip PFS
IFA
adviser-person
Karen Mayer DipPFS
IFA
Where to find us
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£125,000

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