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The Road to an Assured Future

From the very start we wanted to make financial advice something clients would value and appreciate.

We believe in a thing called service and creating long term relationships.

Whether it's helping a young couple buy their first home, or a newly retired couple manage their retirement savings, it's what gets us out of bed in the morning!

We do all of this on a simple fee basis without the pressure of selling products. Our clients prefer it this way and so do we.

financial planning

Financial Planning

  • Pension
  • Investments
  • ISA
  • Equity Release
  • Wealth Management
  • Lifestyle Planning
  • Cash-flow Forecasting
mortgages

Mortgages

  • First Time Buyers
  • Home Movers
  • Buy to Let
  • Remortgages
  • Equity Release
  • Help to Buy
  • Home Improvements
cotswold active
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We have teamed up with Vitality to bring you the benefits of health and life assurance through their outstanding Reward programme.

Latest Tweets

@CotswoldFP

Tomorrow is the big day with the launch of this year's #MonsterRace at Cornbury Park, which is proudly sponsored by @CotswoldActive.
@CotswoldFP

@CotswoldFP

With the #MonsterRace less then 5 days away, we invite you to come and see us in the @cotswold_active tent.
@CotswoldFP

@CotswoldFP

With type two diabetes on the rise, start becoming #Active today to avoid being another stat ow.ly/10ocQb

@CotswoldFP

RT @WychwoodsEstAg: Talk to @CotswoldFP about your new mortgage, very helpful and knowledgeable #mortgages

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What our clients say...

  • “ I wanted to say thank you so much for all your help and patience with the details of organising my mortgage and also for assisting me with my agent, whom could only be described as difficult at best. You really did put me at ease through the whole process and Gareth and his team were also brilliant. Thanks once again you really were a great help and I would highly recommend you and Cotswold Financial Planning”

    Emma

  • “We simply required a financial adviser to look after our best interests, without the pressure of being sold a ‘product’. Michael’s transparent approach has increased interest on our cash savings, utilised our ISA allowances and reduced our tax liability.”

    Mr & Mrs W, Carterton

  • “This note is by way of saying a personal thank you. I know you say ‘It’s my job Julie', but at a time of great stress you demonstrated understanding in such a speedy and efficient way. We could not have hoped for more!”

    Mrs J, Chipping Campden.

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