We have been helping clients with organising their financial affairs for over 30 years. Our clients are typically planning to retire or are already retired and come from all over the UK. They tend to value professional advice in all aspects of their lives and are looking for a safe pair of hands when it comes to managing their personal finances. We offer a high quality and affordable service and treat all our clients as individuals and in a friendly fashion and can help you with all your pension, investment and life assurance needs.
Services
Coton Financial Management specialises in investment and retirement planning for individuals. Our clients typically approach us for advice when receiving an inheritance, selling their business or preparing for retirement. The majority of our new clients are referred to us by existing clients who are we hope pleased with our 'no nonsense' approach to financial planning.
As Independent Financial Advisers we are free to advise on a comprehensive range of issues and where required access products from the whole market. This discussion will establish if we are able to help you with your financial planning needs. We will ask questions to clarify our understanding of your current situation.
You will always know our charges before you make a decision to proceed. We have a transparent charging structure, so that you can be sure we are working efficiently for your benefit. Our charges are based upon the provision of our qualified and professional expertise, the time taken to analyse your circumstances and devise an appropriate strategy going forward and the design of a report to communicate this strategy to you.
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