Cotswold Financial Planning Are a Firm of Independent Financial Advisors Servicing the UK

June 11, 2012 - PRLog -- Cotswold Financial Planning, based on the Oxfordshire/Gloucestershire border, bring over 60 years of experience across a range of financial planning matters

The business was established 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.” Their team consists of Michael Pimm DipPFS, Director; Kevin Guy CeMap, Director; Julie Wilson CeMap CeRER, Advisor; Liz Mitchell, Administrative Manager; and Katie Oliver, Administrative Assistant.

Cotswold Financial Planning (CFP) offers a range of financial expertise such as advice on pensions, investments, ISA, equity release, wealth management, lifestyle planning and cash-flow forecasting.

CFP are proud to be different, saying “We work with clients to understand their real issues and provide fee-based guidance on how to achieve their goals. We specialise in helping clients who are approaching or in retirement, from those who simply require advice on the best savings rates, to those with more complicated issues such as Inheritance tax, Equity Release, Will Planning and Taxation.”

For more information about Cotswold Financial Planning, please visit their website: http://www.cotswoldfinancialplanning.co.uk
 
Cotswold Financial Planning Ltd
10a Astley House
Cromwell Park
Banbury Road
Chipping Norton
Oxon
OX7 5SR

Tel: 01608 651608
Fax: 01608 643096

Email: admin@cotswoldfp.co.uk