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Cook Boatman and Associates Ltd

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Cook Boatman and Associates Ltd

Overview:

Cook Boatman and Associates Ltd was formed in July 2005 following the merger of Chippenham Independent Financial Services and Boatman Financial Services, two well established IFA businesses. The firm provides advice in all areas of financial planning for personal and corporate clients.

With effect from 2 January 2007, Cook Boatman & Associates Ltd became directly authorised by the Financial Services Authority. We offer our clients a choice of a limited product range from a limited range of product providers OR products from the whole of the market"

Cook Boatman & Associates Ltd offers advice on investments, savings, pensions, mortgages, life assurance and healthcare.

Our well established team of financial advisers offer a professional, friendly and supportive service to our clients.

Whilst we won't sell you a product you don't need, we will use our knowledge and expertise to find solutions to your financial concerns and highlight any shortfalls you may have.

Money matters are constantly changing; we are committed to staying ahead of the game in order to give you the best possible advice at the time of asking. We are financial professionals and take great pride in the fact that our clients return to us again and again for pertinent, timely advice as and when their situations change.

In certain circumstances it may be necessary to involve other professionals in your financial affairs. We are excellently placed to act as the hub of your financial planning and can liaise with all parties involved. We have excellent working relationships with solicitors, accountants and other professionals and can help you find the assistance you need to ensure you receive the best possible service at all times. We will not use jargon when we speak to you and we will be entirely transparent in our dealings with you. We will absolutely respect your confidentiality and will always act with integrity. Our goal is to help you improve your financial situation by building a long-lasting relationship with you based upon mutual trust, honesty and sincerity.

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