Cox & Company Financial Planning  


From sole traders, simple partnerships and owner managed companies to large, national corporates – Cox & Company Financial Planning work with them all.

The main areas in which we are working with the businesses are:

Business Protection

Your high calibre staff and fellow directors can benefit from an individual death-in-service benefit, that comes with significant tax and pension benefits

Protect you and your business from the potentially catastrophic temporary or permanent loss of the Owners and Key Staff with the right combination of:

* Shareholder Protection
* Partnership Protection
* Keyperson Protection
* Loan Protection
Executive Benefits Scheme

These can attract and retain valuable employees, we can arrange a package comprising of:

* Private Medical
* Income Protection (Sick Pay)
* Critical Illness cover
* Life cover

Employee Assistance Service

We have been requested by local businesses to provide assistance to their employees on financial related matters. The scope of this assistance varies from employer to employer, but the following are the main areas:

* Immediate At Retirement – annuities, flexi access drawdown, pension freedoms etc
* Pension Accumulation and Consolidation
* Employee specific concerns

Experience has shown that the large Employer Benefits Consultants show very little interest in providing assistance to employees’ queries – beyond providing illustrations and statements as required.

The value of pension and the income they produce can fall as well as rise. You may get back less than you invested.

The Financial Conduct Authority does not regulate advice on employee benefits.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
The value of pension and investments can fall as well as rise. You may get back less than you invested.

Cox & Company Financial Planning is a trading style of Lincox Ltd, which is an Appointed Representative
of Quilter Financial Planning Solutions Ltd.

Quilter Financial Planning Solutions Ltd is authorised and regulated by the Financial ConductAuthority.
Positive Solutions is a trading style of Quilter Financial Planning Solutions Ltd.

Lincox Ltd - Registered in England & Wales, No.09682478.
Registered Office: 9 Stratfield Park, Elettra Avenue, Waterlooville,Hampshire, P07 7XN.