What our clients say about us
Read some of the feedback received from clients.We were delighted with Cotswold’s services. Jennifer provided excellent in-person advice, she took the time to understand our needs and financial situation and clearly explainer her advice. She implemented a solution for us promptly and professionally, meaning our financial affairs are now much s...
My St. James's Place Partner is very knowledgeable and I value their insight. They always manage 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...
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 ...
Trusts are not regulated by the Financial Conduct Authority.
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