The vast range of financial products and planning strategies can seem bewildering at times. Furthermore, as your circumstances change your financial goals will change and your investment decisions will need to be reviewed to make sure you're on the right track.
Financial advisers have day-to-day experience of the investment marketplace and are qualified to give advice on a range of products and investment strategies. That's why we never offer investment advice ourselves and only make our service available to investors through a registered financial adviser.
By having an adviser use the Cofunds platform to plot and execute your investments means that you benefit from:
What's more, many advisers who use our service can now offer you the option to log in to your account and see your portfolio online, giving you even greater control and peace of mind.
Find a financial adviser to help you manage your investments
For information on how to register the death of a Cofunds client, please read our guide, When someone dies – a guide for executors and administrators.
Read our Investors Help factsheet if you have any questions about how to manage your investments on the Cofunds platform.
If you do not have an adviser, you can view more helpful information here.
Cofunds Limited is authorised and regulated by the Financial Conduct Authority FCA Registration No 194734.
* Telephone lines are open Monday to Friday 9am to 5pm. Calls may be recorded for training and quality purposes. Call charges will vary.