Independent Financial Advisers in Portsmouth > Cox & Co Independent Financial Advisers

Cox & Co Independent Financial Advisers

View phone number Compass House, 125b London Road,
WATERLOOVILLE,
PO7 7DZ
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About Us

Brief description

We offer extensive Independent Financial Advisory and Wealth Management services for Individuals, Businesses and Trustees. We listen to you first and foremost to ensure that we fully capture all the information we need - from which we tailor and design an approach to suit your individual circumstances and requirements. Much of our core activity is Lifestyle Financial Planning with the aims being to generate, protect and preserve capital and assets, and maximising growth and income efficiently and specifically in line with your risk profile and changing requirements as life progresses. A wide range of options and resources are available to give effective flexibility and efficiency - whether reviewing existing arrangements or considering new investment. This activity includes funds held in pension plans, general investment funds (including ISA) investment portfolios and trust arrangements.

Any Specialist Products or Services?

At Cox & Company we differentiate ourselves by maintaining the highest levels of client service and support, in addition to the provision of quality advice on a straightforward basis.

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