Investments

Cox Financial offers sound and tax-efficient investment advice to UK based individuals, families, charities, trusts and companies – on both existing portfolios and new mandates – to help achieve their long and short term goals.

As an independent business, we are not affiliated with any financial institutions, and therefore always able to find the most appropriate solution for your investment needs. Our one-to-one service ensures that we hone an investment strategy that is tailored to your requirements with regards to risk, tax and personal objectives.

Funds | ISAs |Trusts | Offshore Investments | VCT/EIS

Past performance is not a guide to, nor does it guarantee, future performance. You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested. The Financial Conduct Authority does not regulate tax advice or trusts.