At Cotswold Financial Planning we take our financial advisory services seriously. To find out how we've helped to ease the stress of financial management for our customers, just have a quick browse through the comments below.
"Dear Kevin and the team
Thanks so much for all of your help and advice. We've now moved in and are slaves to DIY, but loving every bit of it! "
- Victoria and George
"Carolyn has provided enormous practical assistance with our financial affairs, taking the time to understand our requirements and concerns. Carolyn brougt order and clarity to our arrangements, thinking through and resolving some complex issues. We are extremely happy with Carolyn's advice, which has provided us with tangible financial benefits as well as reassurance."
- C. Mallyon and S. Foster
“ 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
“Following the death of my husband, I initially engaged the financial services of a High Street Bank. However, it wasn’t until I was introduced to Mike some twelve months later that I realised their advice was less than thorough. Mike suggested that I had unfortunately missed the deadline to claim lump sum Widows Bereavement payment, but could be entitled to Widowed Parents Allowance. He investigated this on my behalf and dealt with the paperwork, which resulted in me being awarded a Bereavement benefit of £62.94 per week. It’s comforting to have someone looking after your best interests and through the cash-flow forecasting I feel so much more confident in both mine and my children’s future.”- Mrs H, Stroud
“Michael, through your cash-flow planning and expert management of our pensions and savings, we can now enjoy our retirement without worry or stress. Thank you.”- Mr & Mrs Mc, Coventry
“From our first meeting it was clear that you were different to other advisers. Not interested in trying to sell us ‘products’, you explained your fee-based approach and how our no risk portfolio of Bank & Building Society savings could still achieve our goal and allow us to sleep at night. You have gone on to sort Wills, Inheritance Tax and Pension issues for us, and continue to be a guiding influence on all matters financial. Many thanks and look forward to seeing you at the next review meeting.”- Mr & Mrs Mc, Coventry
“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
“My wife is so relieved that, with the imminent arrival of our first child, you advised us to consider income protection as I am self-employed. Business is still flourishing, but you never know what may be around the corner. Many thanks.”- Mr P, Stow on the Wold.
“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.
“Thank you for all your help in the arrangement of my mortgages. It was invaluable and made a tortuous process much easier”- Mr G, Carterton
“Thanks for your help and fantastic service. I’ll recommend you to my friends”- Mr W, Witney
“Thank you all for your support and patience, up and above your day job!”- Mrs D, Carterton
“I would like to thank you for the prompt attention that you have given this matter and the very polite and professional way in which you have done so. Yours is a perfect example of how such matters should be conducted”- Mr P, Rugby
"As a retired Managing Director, I have become accustomed to monitoring Company Accounts but always supported by analysis, support and advice from my Financial Director. Working with Carolyn Sampson is much like working alongside a personal Financial Director as she continually analyses, supportsand advises me on my own pension and financial circumstances. As with my FD – I asked if I was not clear and have always benefited from clear and relevant analysis. Carolyn is professional, competent and charming – I wish I had worked with her on all of my portfolios.”- Mr P, Majorca