Financial Services

Mortgages

Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. CTFA are able to offer independent mortgage advice which is tailored to your needs.

With so many types of mortgages available it makes sense to speak to the specialists. CTFA has both the personnel and the systems to take you through the mortgage maze and provide you with the peace of mind sound advice brings. Your home may be repossessed if you do not keep up repayments on your mortgage.

Pensions and Retirement Planning

Take time out to 'REVIEW' your pension strategy. Our free independent pension review service will give you a clear and simple explanation of your current arrangements identifying alternative strategies to improve on investment performance (if required) and with the advent of pension simplification in April 2006, this will inform you of all the new options available at retirement.

Here at Cooper Taylor Financial Advisers Ltd, we think it is vitally important to monitor and review your pensions on a regular basis. Take the first step today and contact Mike Cross who is fully qualified to advise on all pensions matters. He will be delighted to guide you through the retirment planning maze.

Investments

Life has just got easier for all of our investment clients ..... Cooper Taylor Financial Advisers Ltd are proud to offer independent advice on all aspects of our clients' investments.

A "life has just got easier review" will identify the key areas for implementation of your existing investment strategy.

The key to investing for success is in identifying our client's attitude to risk and recommending robust portfolios which can stand the test of time and be adaptable to the uncertainty of changing market conditions. Whether you are looking to invest for capital growth income or both, Cooper Taylor Financial Advisers Ltd have a wealth of experience in managing our client's aspirations providing ongoing reviews to ensure your investments are on the right track.

Our "life just got easier review" will identify any weaknesses in your existing investment portfolio or provide action points to ensure that your future wealth is protected. Naturally we will cover such areas as Inheritance Tax planning and how to avoid the local authority getting their hands on your investments should you at some stage have to go into long term care.

Please contact Mike Cross.

Protection Review Service

The Protection Review Service will help identify any gaps that you have with your existing life and critical illness arrangements.

In particular, we will establish the level and cost of these arrangements to see if any savings can be made.

Life assurance policies should normally be written under a "trust" arrangement to avoid the need for probate allow for Inheritance Tax savings and, probably most importantly, in the event of a claim, ensure the monies are paid promptly to the person or persons who are set to benefit. The majority of life policies will not have been set up under a trust and this is something we are keen to promote to new and existing clients alike.

Take advantage of our Protection Review Service to give you peace of mind.

08.09.2009

Our youngest member of staff Adam Cooke, 26, has proved he has a head for numbers after flying through his accountancy exams at record speed. More>>

13.08.2009

Cooper Taylor has struck gold in a prestigious local competition to reward Nantwich businesses which brighten up their premises with flowers helping the town to reap glory in the Britain in Bloom contest. More>>

11.3.2009

Clients of all ages benefit from Cooper Taylor services and many have been with us for years. When one of our clients celebrated his 100th birthday, we were there to help him mark the milestone and make the most of his special day. More>>

3.2.2009

Many Start Up businesses across a wide-area have flourished thanks to support from Cooper Taylor. Read about one of our many success stories here. More>>