About us

Our highly qualified Chartered Financial Planners offer advice across a wide range of financial services, from straightforward investments and planning to more complex specialist areas. We want to protect, preserve and grow your wealth in a way that feels right for you and your attitude to risk. 

At Cotswold Wealth, we take the time to listen carefully, to get to know you and your family personally before we offer professional financial advice. We will build a financial plan and a portfolio that will suit you and support you in achieving your goals at all life stages. 

By adopting this approach, we build lasting relationships with our clients. As your life circumstances change, we respond with practical, sympathetic advice and support. Long-term relationships and advice that clients trust lies at the heart of everything we do. “We will treat you with respect, courtesy and professionalism at all times, in an ethical, transparent way."

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.