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We can help you design an appropriate investment strategy - whether it's for building your investment portfolio or funding your children's education.
We specialise in providing tax efficient solutions to both pension planning and exit strategies on retirement for business owners.
Our Financial Planning Managers will help you get to grips with your financial goals and show you how you can go about making them a reality.
We will work closely with you to understand your family’s estate planning needs as well as protecting you and your business or ensuring it’s survival in the event of a key person passing away.
These services are available to CoxCrest Bank Private Banking customers only.