Established in 2003, we are an appointed representative of Intrinsic Financial Planning which is part of the Intrinsic Group, the largest financial adviser network in the UK.
Instrinsic's size and scale ensure that we have access to leading providers often with exclusive deals and offers not available to other advisers at market leading rates.
Our experienced advisers can help you plan for your financial goals.
Whether it’s ensuring that you are maximizing the value of your investments, protecting your family in case of an untimely death or life threatening illness, saving for retirement, finding the right mortgage or getting appropriate funding for your business, financial advice is vital.
As a small family owned firm we are committed to delivering the highest quality of service to all our clients.
Business Protection
Businesses face financial planning issues ranging from raising finance to buy property & equipment to offering competitive employee benefits & protecting the interests of key staff. How can we help your business?
Many people are paying too much for their mortgage. Are you one of them? We can make sure you understand your options. We can also help you finance additional property purchases.
Whatever you are saving for – a deposit on a property, a special occasion, your children’s education, or to supplement your income – we can help you put your spare cash to good use to build and conserve wealth tax-efficiently.
Smart Investments is a trading style of Cogent Financial services Ltd an Appointed Representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority
Cogent Financial Services Limited | Registered Office: Devonshire House, 582 Honeypot Lane, Stanmore, HA7 1JS | Registered in England & Wales No: 4971972