COTSWOLD FINANCIAL PLANNING LTD

ABOUT COTSWOLD FINANCIAL PLANNING LTD

We are a firm of Independent Financial Advisers based on the Oxfordshire / Gloucestershire border and servicing clients right across the UK. Our advisers have in excess of 60 years’ experience across a range of financial planning matters.

We established the business to meet the specialist needs of our clients and reflecting the changing climate of financial services. Being independent means that we can offer advice from the whole range of products available, and that we are flexible on how we are paid.

“ 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”

“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.”

“Dear Julie & Katie, I just wanted to say an enormous thank you for doing a first-class job in re-mortgaging my properties in London. It was once again a pleasure to engage your services; resulting in a professional, prompt and outcome. I'll make a note in my diary to make contact again in March 2019! Best wishes”