Compass House, 125b London Road, Waterlooville, Hampshire, PO7 7DZ  (Show me directions) Show Map

023 922...Landline    Landline   

023 922...Fax    023 9224 0214    023 922...Fax    023 9224 1214   

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About us

As a practice we have been established for over 15 years - Simon Cox is the adviser and Hilarie Lindley co-ordinates all administration and information support - combining many years experience in financial advisory activity.

We are able to offer a very wide range of personal and business Independent Financial advisory services, tailored to individual circumstances and requirements. A full Review and Report service for all or any existing arrangements is a cornerstone of our activities - and an integral part of our ongoing services to clients.

Personal & business Asset & investment management, pension planning, keyman & shareholder protection, commercial mortgages & finance are among our services and facilities - contact us to discuss your requirements - or visit our website for more information.

We offer extensive Independent Financial Advisory and Wealth Management services for Individuals, Businesses and Trustees. We listen to you first and foremost to ensure that we fully capture all the information we need - from which we tailor and design an approach to suit your individual circumstances and requirements. Much of our core activity is Lifestyle Financial Planning with the aims being to generate, protect and preserve capital and assets, and maximising growth and income efficiently and specifically in line with your risk profile and changing requirements as life progresses. A wide range of options and resources are available to give effective flexibility and efficiency - whether reviewing existing arrangements or considering new investment. This activity includes funds held in pension plans, general investment funds (including ISA) investment portfolios and trust arrangements.

Specialist Services

At Cox & Company we differentiate ourselves by maintaining the highest levels of client service and support, in addition to the provision of quality advice on a straightforward basis.