Investment Advice

Investment Advice

Saving for a child’s education/wedding/house deposit? Maybe you’re looking to invest a work bonus or an inheritance?

There are many ways to approach the investing and Cogent is authorised and regulated by the Financial Conduct Authority (FCA) to offer independent advice.

This means we consider products and providers from the whole market to recommend a solution which is right for you.
A recommendation will be based upon your risk profile, need for access to capital and personal tax position and will typically consider:

  • Individual Savings Accounts (ISAs)
  • Unit Trusts and OEICS
  • Investment Bonds
  • Personal Pension
  • Bank & Building Society Deposit Accounts
  • Friendly Society Savings
  • National Savings & Investments
  • Venture Capital Trusts