Cogent Financial Services

Independent Financial Adviser  4 Campden Lawns, Stratford Upon Avon, Warwickshire, CV37 8PA
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FCA authorised
Last authorised 14th June 2021
Modern Independent Financial Advice. Specialists in pensions & investments. No hidden fees or charges.
We can advise you on
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Annuity purchase
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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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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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 Pension/Stakeholder
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Group Protection/Life Insurance
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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
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Group risk
Meet our advisers
MR Tim Jones Dip PFS
IFA
MS Karen Mayer DipPFS
IFA
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
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

4 Campden Lawns, Alderminster, Stratford Upon Avon, Warwickshire, CV37 8PA

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