Cotswold Wealth Solutions

Financial Advisers Agents in Tetbury

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Eight Bells House
14 Church Street
Tetbury
Gloucestershire
GL8 8JG

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Opening hours

Monday to Saturday: 9am - 5:30pm

Sunday: Closed


Key Services

Female financial advisers, financial advice, financial advice helpline



About

  • qualified as a chartered financial planner
  • offices throughout the cotswolds
  • experts on inheritance tax planning
  • many years of experience
  • local regular seminars
  • tax and trustee investment specialists
  • specialist in wealth management
  • associate of the society of later life advisers

Welcome

Cotswold Wealth Management provides a bespoke Financial Planning service to local people and businesses that require a tailored service to meet their financial needs and aspirations.

About Us

We provide a professional wealth management and financial planning service to the following in and around the Cotswolds:

Individuals, Small and Medium size Employers (SME's) and their staff. We provide a caring and professional service, striving to be both innovative and proactive whilst always putting your interests first, to deliver personally designed solutions that meet your individual needs.

Our Services

We can help with a wide spectrum of needs, from straightforward requirements to more complex and specialist planning. We always take time to get to know you, your financial objectives and aspirations for the future. We will build you a financial plan which will support you in achieving your goals. We will treat you with courtesy and professionalism at all times, in an ethical and transparent way.

By adopting this approach we are able to build enduring relationships with our clients, to help them as they progress through different life stages, as their needs develop and evolve.

Individual Services

Investment Planning and Savings , Income Generation, Long Term Care Planning, Inheritance Tax Planning, School Fees Planning, Income Protection Planning, Family Protection Planning, Retirement and at Retirement Solutions and Mortgage Advice.

Business Services

Key Man cover in the event of death or illness, Partnership Protection, Planning to meet auto enrolment legislation, Pension planning for directors, Employee Pensions, Inheritance tax planning for businesses, Business investment of cash, Business protection, Exit Strategy for Directors, Employee benefit packages and Salary Sacrifice arrangements.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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Products and Services

Our services

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages.

We offer these services

  • website
  • Customer Service / Helpline
  • Free Quotes

Testimonials

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 me to legally reduce my tax bill significantly to the benefit of my “family. Her pleasant manner and efficient communication made it easy for me to understand the logic of her proposals.”

Dr Smith


“I was first introduced to Jenny at my home about five years ago, after needing financial advice when my husband died in tragic circumstances. I had been recommended someone else through my sister, also widowed several years’ before me, but didn’t feel comfortable with his approach.I was given Jenny’s name through my bank. She talked me through the services they offered and I felt comfortable talking to her about my financial situation and she advised me accordingly and felt assured and happy with her advice. I didn’t feel happy about having anyone else togive me advice regarding my finances. Jenny has never pressured me into doing anything I feel uncomfortable with and I have recommended her to my family. I have an annual review so that we can change things if needed and know I can e-mail Jenny if there are things I don’t fully understand. I don’t think there would be anyone else who would give me that same feeling.”

Amanda Lucus Bath


Testimonials are added by the business owner and are not independently verified.

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