Lionel-Kojoson

Independent Financial Adviser  23 Wide Stone Way, Croydon, CR0 4WF
First meeting at adviser's own cost
You the client, know your situation best and we, at Lionel-Kojoson are experts and know our industry. Together we can create smart plans to achieve your goals.
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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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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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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Mortgage protection
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Next home / Remortgaging
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Right to buy
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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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Socially responsible investments
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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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Income protection insurance
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Life insurance
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Estate planning
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Ms Maya Kodikara
Independent Financial Adviser

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

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

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 qualification helps advisers develop and demonstrate their financial planning capabilities. 

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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

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 qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.

What our clients say
Maya is excellent! I found Maya to be very professional, always ready to explain and made sure I understood my options before making decisions. She never hurried me but always gave me time to think through. She was very prompt in dealing with my case and always kept me updated. She’s very knowledgeable in her field, I can’t fault her professional approach but is also a very friendly person. Maya listened to me. Her manner of working is so different to the other financial advisers I have been in contact with. I felt she always wanted the best for me that it wasn’t just a business for her. I’m so glad I will be able to go to her for financial advice now and for the future. I have no hesitation in recommending her services
Agnes Ofori-Atta ( NHS Nurse ), Essex
I have been working with Maya for a number of years. She advised me on a range of complex financial issues and took me across my retirement, ending of mortgage, pension, car insurance. She has been flexible. She understands the world of the busy doctor in the NHS and appreciates that our expertise is not in managing finances but in managing health. She understands the specific issues of the NHS doctor and navigates the complex paths that are needed to get all information for optimum financial management. I am glad to continue this working relationship into the future
Peter Hughes ( NHS Consultant Psychiatrist ), London
"I found Maya via the unbiased website. Maya's advice has been given promptly and has very much helped in understanding in my position and showed me a couple of options for potential capital repayment vehicles for interest-only mortgages that I had not be aware of. She is always ready to answer questions and is most courteous and professional."
David Underdown, London
About us

Our guiding values at Lionel-Kojoson, are simply

• Clarity

• Transparency

• Trust

Why Lionel-Kojoson?

because we put 100% in doing the right thing and getting it right.

A simple question drives every recommendation we make. How does our advise help you reach your goals?

If it is not in the interest of our client, we will not go ahead. Simple.

Lionel is my beloved fathers first name, and my son made up kojoson, kojo being his father’s middle name

Our services

• Pensions

• Savings & Investments

• Mortgages

• Estate Planning

• Protection

Where to find us
Head office address: 23 Whitestone Way, Croydon, CR0 4WF
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
10/10
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FCA authorised
Last authorised 13th September 2021

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