Cotswold Wealth Chartered Financial Planners

We provide a caring and professional service, striving to be both innovative and proactive whilst always putting your interests first, to deliver personally designed solutions that meet your individual needs.

We can help with a wide spectrum of needs, from straightforward requirements to more complex and specialist planning. We always take time to get to know you, your financial objectives and aspirations for the future. We will build you a financial plan which will support you in achieving your goals. We will treat you with courtesy and professionalism at all times, in an ethical and transparent way.

By adopting this approach we are able to build enduring relationships with our clients, to help them as they progress through different life stages, as their needs develop and evolve.

Cotswold Wealth Chartered Financial Planners have experts in the following areas:

Individuals

· Investment & Savings Planning

· Equity Release

· Income Generation

· Long Term Care Planning

· Inheritance Tax Planning

· School Fees Planning

· Income Protection Planning

· Family Protection Planning

· Retirement and at Retirement Solutions

· Mortgage Advice

Businesses

· 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

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

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

Cotswold Wealth Chartered Financial Planners is a local Partner Practice of St. James’s Place Wealth Management, and is qualified to offer advice in this specialist area.