Help & guidance in achieving your financial goals

Invest by paper application, phone or online.
Don't know where to start? Call us to discuss your options.

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Cofunds Pension Account

You know you need to plan for your retirement but just don't know where to start. We make it easy to invest for the work-free (and hopefully stress-free) stage of your life.

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Stocks & Shares ISAs

If you know you need to start saving but are not sure where to begin, Stocks & Shares ISAs (Individual Savings Accounts) are a good way of “dipping your toe” in the investment waters.

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Junior ISAs

Children have long term needs so why not take a long term view of their investments?

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Planning for financial goals

Empty Nester Stage

Your disposable income will probably be at its highest level

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Early Stage

The "spring time" of the financial planning cycle

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Why choose us?

  • You would like a single point of contact
  • You want to receive regular updates on your investments
  • You need guidance and help at the end of the phone
  • We've been helping clients make the right investment choices for over 30 years

Our online service is simple and easy to use – watch the video to find out more