0121 350 8335

ron@cotonfinancial.co.uk

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Retirement Planning

Achieving financial independence means having enough income at a point in time, to decide whether to work or not. When planning for your future, you need to consider the lifestyle you want when you retire and how you'll support it.

Our Services


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Our 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.

Investments & Savings

Investments

We're here to ahelp you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments, speak to us to discuss your situation further.

The Financial Conduct Authority does not regulate National Savings.

Family Protection

Life Assurance

There are many types of life assurance policies, all with different features and benefits. The aim is to provide money for those who may be financially dependent on you, in the way which best suits your needs.

The Financial Conduct Authority does not regulate Trusts.

Pensions

Pensions

The Pension market is forever changing and highly complex, we've explained the most common pension policies. For advice on your specific circumstances please contact us.

The value of your pension can fall as well as rise and you may not get back the original amount invested.

Tax Planning

General

Miscellaneous & Taxation information that may be useful when dealing with certain life events.

The Financial Conduct Authority does not regulate taxation and trust advice.