Cotswold Wealth Chartered Financial Planners

We provide a professional wealth management and financial planning service in and around the Cotswolds: We can help with a wide spectrum of financial 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. Cotswold Wealth specialises in the following areas: IndividualsInvestment Planning & Savings Income GenerationLong Term Care PlanningInheritance Tax PlanningSchool Fees PlanningIncome Protection PlanningFamily Protection PlanningRetirement and at Retirement SolutionsMortgage AdviceBusinessesKey Man cover in the event of death or illnessPartnership ProtectionPlanning to meet auto enrolment legislationPension planning for directorsEmployee PensionsInheritance tax planning for businessesBusiness investment of cashBusiness protectionExit Strategy for Directors*Employee benefit packagesSalary 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 trading name of Cotswold Wealth Solutions LtdThe Partner /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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives
Social Link - Linkedin: http://www. linkedin.com/company /cotswoldwealthsolutions
Employee Count: 2
Keywords: financial services