Simon Cox of Cox & Company Financial Planning has joined Rockstone Financial Planning
Simon Cox of Cox & Company Financial Planning is now part of Rockstone Mortgage & Financial Advice Ltd – a family-run financial planning and mortgage firm operating from Lymington and Waterlooville.
Existing clients will have been contacted by Cox & Company and will soon be contacted by Rockstone, if they haven’t already. Our team will guide you through the transition smoothly.
At Rockstone, we help clients with:
- Retirement and pension planning
- Investments and ISAs
- Inheritance tax and estate planning
- Protection (life cover, critical illness, income protection)
- Mortgages and equity release (where appropriate)
We look forward to supporting your financial journey.
