Over the years, clients with vastly different needs have benefited from services designed specifically for them through the coxcompany financial planning processes.

For more information on how we can help you, please click on the relevant page below:

Families and Individuals

Charities and Trustees


Areas We Advise On

Should you be unable to find exactly what you are looking for, please contact us – as we are likely to be able to design a bespoke service to fit your requirements.

Refreshingly Individual, Reassuringly Professional