Testimonials

Read some of the feedback received from clients over the years.

Cotswold Wealth are a local business which is important to me, and also came recommended by a friend.

Jason was very professional and informative in providing the financial service that I was looking for. I look forward to future years of support and recommendations. Thank you for making a...

Claire Mustoe | Finance Manager, Tetbury
My St. James's Place Partner is very knowledgeable and I value his insight. He always manages to clearly explain my plan's performance without using jargon. I feel my plan is tailored to my needs and we always meet at a time and location which is convenient to me. I never feel pressurised to ma...
Smith | Accountant, Thame
Jason of Cotswold Wealth Chartered Financial Planners has provided excellent financial advice. He was very thorough when explaining everything and made sure I understood everything clearly. Jason was extremely quick to respond to any communication and any of my questions. Jason helped me deal with m...
Andy Beale | Mechanic Fitter, Wotton-under-Edge
A big thank you to Jason for helping me achieve what I intended. I was previously dealing with another financial adviser at a different firm, but it felt like everything was too much of an ask and the lack of contact did not inspire confidence going forward. Jason was able to provide what I required...
Christian Evans | Solicitor, Bristol
Jennifer Hill has helped me with inheritance tax planning since 2011, at first with a discounted gift trust, and more recently in the tax-efficient restructuring of my investments. I found her to be well informed on tax legislation, and her appraisal of my rather complicated portfolio should enable ...
Dr. Smith
The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances Trusts are not regulated by the Financial Conduct Authority.
Jason Hill of Cotswold Wealth advised me over a 6 month period on a complex pension transfer. He provided a great deal of technical & financial guidance and worked very constructively with the parties involved. Very easy to work with; we met several times to complete each stage of the transfer proce...
Jeremy | Retired Fund Manager, Tetbury
Thank you so much for all your advice and help in arranging the mortgage to assist in paying my sisters fees in the care home. I am really grateful for all that you have done for us.
Name Supplied | Gloucestershire
Your home may be repossessed if you do not keep up repayments on your mortgage.
Jason Hill of Cotswold Wealth has given me so much help and advice with my retirement plans. I would highly recommend Jason for any financial matters. I am also very happy with the service I have received. I will be recommending Cotswold Wealth to my friends and family.
Names Supplied | Vehicle Technician, Tetbury
I was recommended to Cotswold Wealth Solutions in 2015 for guidance on investments. I receive clear, sound professional advice and suggestions of suitable investment schemes. Over the years I have built up a trusting and sound relationship with Jason Hill, I particularly like the friendly and person...
Nicholas Mitchell | Quantity Surveyor, Malmesbury
Jason has given me sound professional financial advice following my husband's admission to a nursing home 18 months ago. I have found Jason easy to talk to; he has taken considerable time to explain my finances clearly and I feel extremely confident in taking his advice. I have no hesitation in reco...
Ruth Chandler | Radiographer, Bristol
We have recently done business with Cotswold Wealth being introduced to Jason. From the initial meeting, Jason put us completely at ease, everything was fully explained in an easy to understand way. Jason is a very professional and exceptionally polite person whom we would thoroughly recommend for f...
Tracy Standing | Chipping Sodbury
Pension advice in a clear and understandable form given in a comfortable manner was provided by Jason of Cotswold Wealth Chartered Financial Planners. Even because of the lockdown I was kept informed throughout the process and was very pleased by the end result. I would highly recommend Cotswold Wea...
Victor Woods | Bathroom Installer, Evesham