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Your goals

Achieve your lifestyle and financial goals

We recognise that different financial solutions are needed at different stages in life – saving for retirement, generating an income during retirement, or paying for care home fees, for instance. To help you achieve your goals, we therefore offer a wide range of bespoke financial planning and investment services.

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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.

Achieve your lifestyle and financial goals

At the Office

Investments

Our financial advisers will work with you to define your objectives and priorities taking in to account your current, short-term and long-term priorities as well as any special situations. 

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Long term care management

With life expectancy increasing, our expert team will help you to identify and implement the best solutions for funding long-term care to safeguard your assets and quality of life.

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Retirement

Whether you are looking to build a pension for later life, or planning how to mange your capital as you start retirement, we offer a full range of services.

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Cash management

Our cash management service has been designed to support your financial lifestyle alongside your current standing medium to long-term financial products.

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Estate Planning

We can help you to ensure that your wealth is passed on to the next generation in the most-cost-effective way, and work with you to manage your Inheritance Tax bill.

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Cashflow forecasting

We will help you visualise your financial future and help you understand if you are on track to achieve your goals, taking into consideration key life events and what-if scenarios.

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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.

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Privacy Notice

© 2024 Cobens Direct. 

Contact

Address

Romney House, Romney Place, Maidstone ME15 6LG

Email

Phone

support@cobensdirect.co.uk

0203 301 1242

Cobens Direct is a trading style of Astute Financial Management (UK) Limited which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 484450 at https://register.fca.org.uk The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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Should you have cause to complain, and you are not satisfied with our response, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London E14 9SR. Tel 0800 023 4567 www.financial-ombudsman.ork.uk

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