Financial Services - Wealth Management and Corporate Solutions

Choosing the right financial partner is one of the most important decisions you will ever make.

We believe that professional financial advice can add significant value to individuals and businesses and we provide a comprehensive ongoing review service designed to create real value for our clients.

Through our specialist sister company Wise Financial Solutions, you will have access to Independent Financial Advice – our financial planning team will provide you with initial advice, ongoing reviews and regular financial ‘wealth checks’.

In addition you will be provided with market updates, access to new ideas and will work with you as a partner to build sound financial strategies that will help you achieve your goals. There are a range of services we can provide, including:

• Financial analysis and planning.
• Investment strategies and Management.
• Personal and Corporate pension planning.
• Life assurance and Critical Illness.
• Shareholder and Key person protection.
• Inheritance Tax and Trust planning.
• Long Term Care.

Wise Financial Solutions is a trading style of COBRA Professional Partners appointed representative of COBRA Financial Services Limited who is authorised by the Financial Services Authority (FSA No. 144340)

To find out more and to discuss your specific needs with one of our specialists, please contact Guy Freeman on 07973 658364 or Martyn Lodge on 07990 563794.

 

Guy Freeman

 

Martyn Lodge