Welcome to Cotswold Wealth Chartered Financial Planners

Investment - Pension - Inheritance Tax - Equity Release 

“At Cotswold Wealth Chartered Financial Planners, our approach to financial advice is relationship-based. We believe that high-quality, face-to-face financial advice should be accessible to everyone. We focus on what you want to achieve and are committed to building long-term relationships with our clients and their families. Trust is earned over years, which is why our financial advice is on-going, not one-off.”

Jennifer Hill, APFS, Certs CII (MP & ER), Managing Director 


Promotions

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Testimonials

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We were delighted with Cotswold’s services. Jennifer provided excellent in-person advice, she took the time to understand our needs and financial situation and clearly explainer her advice. She implemented a solution for us promptly and professionally, meaning our financial affairs are now much s...

Sheila Sharma| London

SJP Approved 20/11/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Cotswold Wealth Chartered Financial Planners is a trading name of Cotswold Wealth Solutions Ltd. Cotswold Wealth Solutions Ltd is registered in England and Wales, Number 09382341. Registered Office: Eight Bells House, 14 Church Street, Tetbury, Gloucestershire, GL8 8JG.