Our financial advisers are dedicated to helping you make the most of the current investment landscape. They will work closely with you to understand your financial goals and concerns, and create a personalised strategy that works for you. Trust us to help you achieve your financial aspirations.
At Cobens Direct, we understand that financial affairs can be sensitive and complex especially when it comes to inter-generational matters. That's why our advisers are committed to providing personalised guidance and support to help you navigate through the process. We offer confidential meetings with your family, trustees, or power of attorney to explain as much as you choose and ensure that your financial goals are met.
Our Financial Planning Process
1
Discovery Meeting
This meeting is all about you. We listen to your personal, family and business objectives.
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You'll talk about the areas you need help with.
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We will ask you some thought provoking questions to get you to consider what is really important to you.
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You will get a feel for how we can help you and the service that we can provide.
2
Financial Planning
We will clarify some specific lifestyle objectives that you wish to focus on.
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We will show you a ‘road map’ of your financial future and some options and compromises available to you.
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We will collect all of the information we require to begin creating your comprehensive financial planning recommendations.
3
Your Plan
We will analyse and research all of your existing policies and investments in detail.
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We will design a suitable investment portfolio to help you achieve your goals.
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We will create a comprehensive set of recommendations to help you achieve the future you want.
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We will take the time to answer any questions you might have.
4
Implement
With your agreement, we will complete the paperwork required to implement your financial planning recommendations.
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We will liaise with providers and establish your new investment portfolio.
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We will help you implement any recommended tax or estate planning solutions.
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We will keep you updated throughout the process.
5
On-going Relationship
​We will discuss your progress towards your lifestyle objectives and will update your financial life plan to take account any tax or legislation changes.
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We will update your comprehensive lifestyle cash flow plan.
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You will be provided with an update on your portfolio and we will implement any changes that may be required.
Solutions for your many journeys
Life stages play a crucial role in financial planning, our clients come to us at varying stages. Whether you're just starting out, planning for retirement, or somewhere in between, our financial services are tailored to meet your unique needs. Let us help you achieve your financial goals and secure your future.
Helping you plan your future
I want to plan for later life
Retirement planning involves more than just pensions. It's important to take a holistic approach to secure your financial future.
I want to grow my wealth
Building wealth is simple with patience and guidance from financial experts. Let us help you achieve your financial goals.
I want to create a legacy
Planning ahead to secure your legacy and how you pass on your wealth is crucial for ensuring that your loved ones are taken care of.
Find out how we can help you
The experienced team at Cobens Direct can help you, your family and business with expert financial planning and wealth management advice. Building your wealth, protecting you and your loved ones and your business, and planning for the future is what we do.
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Talk to us about your requirements, please contact us today.