Cogent Financial Services

Independent Financial Adviser 4 Campden Lawns, Alderminster, Stratford Upon Avon, Warwickshire, CV37 8PA
FCA verified
15th July 2019
Modern Independent Financial Advice. Specialists in pensions & investments. No hidden fees or charges.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Tim Jones Dip PFS
IFA
adviser-person
Karen Mayer DipPFS
IFA
Where to find us

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

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£125,000

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