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Welcome to

Lionel-Kojoson Financial

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Main Services

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    Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of money....

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    Retirement Planning

    When you retire you still need food and shelter as an absolute minimum, but of course you will want ...

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    Mortgages

    Mortgages are loans which are intended to help buyers purchase residential and commercial property.

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    Protection

    It is quite natural for most people to want to make sure their families (and themselves) are going t...

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    Estate Planning

    Life is unpredictable, it can be exciting, it can be daunting, but whatever happens, we will work wi...

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Advisers Located in Croydon

Advisers Located in Croydon

Welcome to Lionel Kojoson Financial

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 07981 178 743 or email us at info@lkojoson.co.uk and we'll be pleased to help you.

How We Work

How We Work

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

TESTIMONIALS

See What Our Clients Have to Say About Us

Dr Amirthalingam Baheerathan & Dr Malarvizhy Baheerathan

We have known Maya for a few years and have benefited from her advice on NHS pensions and so much more.
We are always so grateful for all her advice and guidance. Maya has been honest, trustworthy and very fair. It’s nice to know that we are in safe hands, and that we don’t have to be weary of any hidden agendas or ulterior motives.
We have introduced her to many doctors over the years who have equally commended her on her services.
She has taken a career change as an Independent financial advisor and we are delighted that her financial advices and services will expand in horizon with benefit to all who seek advice.
We wish her every best in her next steps and recommend her with confidence
 

Agnes Ofori-Atta

NHS Nurse, Royal Free Hospital

Maya is excellent!
I found Maya to be very professional, always ready to explain and made sure I understood my options before making decisions. She never hurried me but always gave me time to think through.
She was very prompt in dealing with my case and always kept me updated.
She’s very knowledgeable in her field, I can’t fault her professional approach but is also a very friendly person.
Maya listened to me. Her manner of working is so different to the other financial advisers I have been in contact with.
I felt she always wanted the best for me that it wasn’t just a business for her. 
I’m so glad I will be able to go to her for financial advice now and for the future.
I have no hesitation in recommending her services

Peter Hughes

Consultant Psychiatrist, Springfield Hospital

I have been working with Maya for a number of years. She advised me on a range of complex financial issues and took me across my retirement, ending of mortgage, pension, car insurance. She has been flexible. She understands the world of the busy doctor in the NHS and appreciates that our expertise is not in managing finances but in managing health. She understands the specific issues of the NHS doctor and navigates the complex paths that are needed to get all information for optimum financial management. I am glad to continue this working relationship into the future.

David Underdown

I found Maya via the unbiased.co.uk website.  Maya's advice has been given promptly and has very much helped in understanding in my position and showed me a couple of options for potential capital repayment vehicles for interest-only mortgages that I had not be aware of. She is always ready to answer questions and is most courteous and professional.

Ka Chun Teresa IP

Kensington solicitor

I was looking for a mortgage broker with regard to a buy to let property.

My old mortgage company recommended me to check out unbiased.com

Maya Kodiara 07981 178743 Contacted me

I followed her lead, and she recommended a lender. Everything ran smoothly and an offer was received promptly.

Thank you Maya. Well done

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WHERE WE ARE

07981 178 743
Weatheril House
Business Centre
23 Whitestone Way
Croydon, CR0 4WF


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