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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
protect

Protection

We all have worries and concerns about how we would cope if we suffered an unfortunate incident, which compromised our lifestyles. The perception is that the solutions can be complicated and unaffordable, but this need not be the case. What price for peace of mind?

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@CotswoldFP

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You are never too young to write a Will, especially if you have dependants who rely on you. Read more in our latest… twitter.com/i/web/status/1…

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It is never too soon to review your pension provisions and needs. Read our latest blog for our top 5 tips… twitter.com/i/web/status/1…

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Don't let family finances overwhelm you - take a look at our latest blog for our quick guide to financial family pl… twitter.com/i/web/status/1…

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Don't be daunted by University Finance Planning. Read our latest blog for more information about what you can expec… twitter.com/i/web/status/9…

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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.

  • “Dear Julie & Katie, I just wanted to say an enormous thank you for doing a first-class job in re-mortgaging my properties in London. It was once again a pleasure to engage your services; resulting in a professional, prompt and outcome. I'll make a note in my diary to make contact again in March 2019! Best wishes”

    Andrew

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