Purley based Independent Financial Adviser Mark Cooper works with clients both pre and post retirement, in Purley, Coulsdon, South Croydon and surrounding areas.
Mark's particular areas of expertise are Retirement Planning, Specialist Pensions Advice and Investments.
In a friendly and relaxed manner, Mark provides clear face-to-face advice and guidance at your home or place of work, helping you plan for and enjoy a comfortable and fulfilling retirement.
We will usually offer an initial meeting without cost or obligation and any subsequent work is undertaken at a pre-agreed and transparent cost, with payment met directly, or paid from suitable investments.
Suitable positioning of your Pensions, Investments and other assets with appropriate risk, in a tax-efficient way, aligned to your current and future needs.
A clear understanding of your Pension arrangements, their potential future income and the various options available to you at and into retirement.
A financial safety-net if required, for you, your family or business.
Face to face advice in the convenience of your home or place of work.
A clearly defined charging structure for our advice and services, using fees, payment from suitable plans and investments, or a combination of the two
Regular reviews, if required, on an agreed basis to ensure our advice remains suitable and relevant to your objectives.
With longevity still increasing rapidly in the UK, State support under ever more pressure, retirement years increasingly active and the tax regime becoming ever more punitive, the need for genuine Independent Financial Advice has never been greater.