Customer Offers
COGGANS WOOD INDEPENDENT FINANCIAL ADVISORS
FREE INITIAL CONSULTATION
Coggans Wood, Insurance Brokers and Independent Financial Advisers, was established in 1973, having taken over an insurance agency which had transacted business since 1878. The company is registered with and regulated by The Financial Services Authority (FSA reg. no 125614) in its conduct of Financial Services, Mortgage and General Insurance business.
We are members of BIBA (British Insurance Brokers Association), LIA (Life Assurance Association) and AIFA (Association of Independent Financial Advisers).
The company obtains the vast majority of its business from its existing client bank and referrals from professional Introducers, such as Chartered Accountants and Solicitors.
Financial Services Expertise in all aspects of wealth management including
- Pre & Post Pension Provision (including Self Invest Plans, Phased Retiral).
- Investment Portfolios (for Income & Capital Growth).
- Inheritance Tax Planning (Genuine savings without reducing financial security).
- Business Protection (Partnership/Share Protection and Keyman cover).
- Family Protection (Income, Health & Life Assurance).
- Other Financial Considerations (Long Term Care, Equity Release, School Fees, Weddings etc).
- Tax Efficiency (Capital Gains Tax, Income Tax, Inheritance Tax). Totally Independent
The changes to pension scheme legislation due in April 2006 bring about many opportunities for residential property investors, for example:
- To shelter existing portfolios from tax
- To achieve tax relief on property purchases
- To utilise existing pension funds
- To preserve investments and capital for the next generation
Coggans Wood works closely with clients of Charles White to ensure that they are in the best possible position to benefit from the new legislation. Initial consultations are free, at which point Coggans Wood can answer any questions you may have and determine with you, whether a Property SIPP may be of benefit.
Contact Us
Coggans Wood
49 Manor Place,
Edinburgh
EH3 7EG
Financial Services
Tel: 0131 220 000
Fax: 0131 625 9115
Insurance Broking
Tel: 0131 225 7777
Fax: 0131 220 1016
email: eh@cogganswood.co.uk
website: www.cogganswood.co.uk