Welcome to Cotswold Wealth Chartered Financial Planners
Investment - Pension - Inheritance Tax - Equity Release*
“At Cotswold Wealth Chartered Financial Planners, our approach to financial advice is relationship-based. We believe that high-quality, face-to-face financial advice should be accessible to everyone. We focus on what you want to achieve and are committed to building long-term relationships with our clients and their families. Trust is earned over years, which is why our financial advice is on-going, not one-off.”
Jennifer Hill, APFS, Certs CII (MP & ER), Managing Director
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
The value of your investment can go down as well as up. You could get back less than you invested.
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SJP Approved 14/10/2025
The 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Accreditation
