“Cobalt’s consultants combine wide-ranging experience with a relaxed but proactive style of delivery and back-up. In short, they’re a company you feel you can trust.”
Company Profile
Cobalt Private Finance is the independent financial advice arm of The Cobalt Group.
Whether you’re looking to save for your retirement or children’s school fees, or need to mitigate any tax liabilities you may have, we can provide efficient, tailored and transparent solutions.
We are happy to offer one-off investment, pensions or tax-planning advice but are also willing to manage our clients’ portfolios and wealth requirements on an ongoing.
Whatever your needs — short or long-term, on or offshore — our knowledgeable and highly experienced advisers will discuss your goals and risk profile in depth to ascertain the investments and savings vehicles that are best suited to your needs.
We advise on the full range of investment vehicles, from venture capital trusts and structured products, to unit and investment trusts, often wrapped in an ISA (individual savings account).
We also advise on personal pensions and SIPPS, usually for the self-employed or people who don’t have access to an occupational pension. However the recent changes in pension legislation now allows members of occupational schemes to fund for their retirement via personal pensions and SIPPs in addition to retaining membership of their company schemes. We can also help set up group personal pensions (GPPs), which allow employers to provide flexible and low cost pensions for their employees.
As well as pensions and investments, we advise on the full range of protection products, from critical illness cover and life insurance through to permanent health insurance (PHI) and accident, sickness and unemployment (ASU) insurance. For accident, sickness and unemployment insurance we act as introducers only.
Please call us at any time for an initial discussion of your requirements and to set up a meeting in our luxury Sloane Street, City or Bristol offices.
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Cobalt Capital Details and Web Tools
Cobalt Private Finance Ltd is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register under reference 150427. The site is intended for UK consumers only.
