Cox Financial

Independent Financial Adviser  Cox Financial, London, EC2V 8EH
Clear, professional and independent advice - helping clients achieve their short, medium and long term financial objectives.
We can advise you on
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Annuity purchase
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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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Buy my next home
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Buy to let
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Flexible mortgages
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High loan to value
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Mortgage protection
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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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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Adam Lythgoe
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

About us

Cox Financial is a fully independent, city-based firm that provides a wide range of advice services to clients, whether private individuals or business owners.

Being independent, we have access to the whole of the market which means we are able to source the most competitive solutions for clients, rather than being tied to a particular firm or panel.

By delivering well-researched and bespoke advice we aim to forge long-lasting relationships so that, with ongoing strategic management, our clients can make the most of their finances and achieve their various goals .

Our services

Our clients are generally city-based professionals performing a variety of roles in different sectors but with a common issue - that they either don't have the time or the inclination to give their finances the attention they deserve. This is where we can help take away the administrative burden and ensure that your financial planning is proactive rather than reactive.

Where to find us
Head office address: Cox Financial, 28 King Street, London, EC2V 8EH
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 19th October 2020

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