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Cobra Financial Services Ltd

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Cobra Financial Services Ltd

Mission statement:

"COBRA Financial Services’ mission is to provide all our clients with independent professional financial advice, first-class products and quality service through a highly qualified team of experts"

We are committed to provide a robust business that meets the changing needs of our clients and business partners. Our challenge is to maintain the central themes of our mission statement and develop reliable personal relationships that ensure excellent client satisfaction at all levels.

Overview:

COBRA Financial Services is an integral part of the COBRA group of companies and provides independent financial advice to both corporate clients and private individuals on a range of insurance and investment products including life assurance, personal pensions, investments/savings, mortgages, health insurance, school fees and inheritance tax planning

COBRA Financial Services Ltd was established following a change of name from BKG Financial Services Ltd in February 2006. Prior to this we formed part of the Burrows Keith Group, which was originally formed from the management of a large publicly owned insurance and financial services brokerage. From the beginning, we sought to establish an independent insurance brokerage utilising the most advanced technology and systems available to the industry to provide clients with a wealth of commercial, personal and financial services expertise.

The Financial Services division of the Burrows Keith Group was set up in 1991 when Lee Wallis joined the company and BKG Financial Services Limited was established as a separate company on 1st January 2002 following a reorganisation. This was partly driven by the Regulatory Bodies but also to provide more focus for our activities. There will be an ever increasing need to provide specialist services to clients and business partners alike.

COBRA Financial Services’ expertise extends to a number of specialist areas including corporate investments, key person cover and share protection, as well as group protection products for life, critical illness, income protection and private medical insurance. We work with a number of business partners and we recognise the need to work closely with Professional Partners.

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