Cotswold Wealth Chartered Financial Planners aim is to ensure that all our clients receive the very best financial advice possible. We focus on what you want to achieve and are committed to building long term relationships based on trust and loyalty, always putting your interests first.
Jennifer Hill, APFS, Certs CII (MP & ER), Managing Director
We offer a wide range of services including retirement and investment planning to clients in the Cotswolds. We have been awarded the prestige title Chartered Financial Planner, this means clients have direct access to the most qualified and experienced financial advisers.
Jason Hill, Director
Arranging a lifetime mortgage for yourself can be a very complicated process. We can give you advice on the most important issues.
My St. James's Place Partner is very knowledgeable and I value his insight. He always manages to clearly explain my plan's performance without using jargon. I feel my plan is tailored to my needs and we always meet at a time and location which is convenient to me. I never feel pressurised to ma...
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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.