When you choose Cotswold Wealth Chartered Financial Planners, you are choosing over 40 years’ experience in Wealth Management. Cotswold Wealth is a family business in the true sense of the word. Jennifer and Jason have been married for 11 years and in Chartered Financial Practice together at Cotswold Wealth Chartered Financial Planners for the last 9 years. 

Cotswold Wealth Chartered Financial Planners specialises in the following areas: 

Personal and Family Financial Advice 

• Investment & Savings Planning 
• Income Generation
• Long Term Care Planning 
• Inheritance Tax Planning 
• School Fees Planning 
• Income Protection Planning 
• Family Protection Planning 
• Retirement and at Retirement Solutions 
• Lifetime Mortgages/Equity Release*

Business Advice 

• Key Man cover in the event of death or illness
• Partnership Protection 
• Planning to meet auto enrolment legislation 
• Pension planning for Directors 
• Employee Pensions 
• Inheritance tax planning for businesses
• Business investment of cash 
• Business Protection Exit Strategy for Directors**
• Employee Benefit Packages
• Salary Sacrifice arrangements

We are proud to be a Partner Practice of St. James's Place, a leading UK Wealth Management organisation. St. James's Place provides access to a diverse range of products, which gives us greater choice and flexibility when structuring your portfolio. The St. James's Place reputation and network extends far beyond the High Street – making us your local access to a global resource. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. 

An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.

*To understand the features and risks associated with such products, please ask for a personalised illustration. 

**Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place. Advice that matches your goals and aspirations.