Simon Cox
Director & Financial Adviser at Cox & Company Financial Planning
Based in Waterlooville, United Kingdom
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Seniority
Director
Department
Finance & Accounting
Location
Waterlooville
Industry
Financial Services
Company size
3
Contact information
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s•••••••@coxandco.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Simon Cox
We offer extensive Advisory, Wealth Management and Retirement Planning services for Individuals, Businesses and Trustees. We listen to you first and foremost to ensure that all the information we need is fully captured - from which we tailor and design an approach to exactly suit your individual circumstances and requirements. Much of our core activity is Lifestyle Financial Planning - to include Equity Release* and Long Term Care fees - with the simple 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. We differentiate ourselves by offering and maintaining the highest levels of client service and support.* Equity release will reduce the value of your Estate and, can affect your eligibility for means tested benefits.
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