Cofunds Financial Adviser

We can act as your Cofunds financial adviser if you wish to invest or transfer, or already have investments with Cofunds.

We provide a financial advice and wealth management service to people all over the UK, helping them to invest new money and manage existing investments. We create a financial plan to help you understand what you need your investments to do for you and then invest them and manage them to ensure they work well for you over time.

We have worked with Cofunds for many years and know and understand them very well. If you would like to speak to us about moving your Cofunds accounts to us, or would like to use the Cofunds service for new investments please do get in touch with us.