Boost your Financial Wellbeing programme
Financial education is at the heart of everything we do and where our passions lays. We are Independent Financial Advisers and believe that by providing people with information, we can provide a focus on what they need to achieve.
ONE TO ONE MEETINGS OR GROUP SESSIONS
Depending upon the topic you would like us to discuss, we can either provide one to one meetings with your workforce, or arrange group seminars.
MADE TO MEASURE
Offered in combination with your existing group benefits, or as standalone sessions. We can tailor sessions for your diverse employees and make it relevant for them.
QUALIFIED AND RECOMMENDED
We have a wealth of experience in different industries and our advisers are highly qualified in their field. Our average rating on vouchedfor is 4.9/5, you are welcome to read our reviews.
TOPICS
we will be led by you and your company needs, here are some of the topics we cover: Pension and Benefits, Pre-Retirement, Financial Wellbeing, Bereavement, Mortgages and Investments.
Client Testimonials
Don’t take our word for it – here’s what our clients say:
I have been a client of Cobens for four years, my personal IFA with Cobens has been Tim Moullin during this period. I have found both Cobens and Tim very professional and willing to go the extra mile to ensure my investment portfolios maintains its value. As I approach a very important time in my financial life cycle, I have always found them to be very proactive when I wish to discuss any enhancements to my financial arrangements.
During a recent disruption to my financial wellbeing, they were very helpful in advising how to lesson the effect on my financial health very successfully. I have recommended Cobens to a couple of associates and would have no reservations in recommending them to anybody wishing to access or make changes to a portfolio. They are a willing partner to anybody’s financial wellbeing.
David Attree
David Attree
Impact
Those affected with financial worries are more likely to experience:
Sleepless nights
Not finish
daily tasks
Troubled
relationships
Suffer from
anxiety