Bolton:01204 414 243
Liverpool:0151 255 2727
Manchester:0161 827 1200
enquiries@cowgills.co.uk

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Wealth Management

Cowgill Holloway FMG LLP's Wealth Management service is dedicated to achieving and enhancing your financial goals.

Within our wealth management division we offer a holistic approach to financial planning with the aim of structuring your affairs to ensure that you successfully meet your financial objectives. We advise upon a wide range of financial matters and tailor our advice and service to your own unique personal or corporate needs.

Financial planning can sometimes appear a complex minefield and, through developing a strong relationship with you, we will steer you through this and provide the solutions that are the most appropriate to meet your requirements.

Our services include:

  • Wealth management

  • Inheritance tax planning

  • Retirement planning

  • Business protection

  • Life & health insurance

 

For further information please contact Chris Harrington or Rachel Sojka.

To review your investments click here and visit our investment platform.

 

Cowgill Holloway FMG LLP are an appointed representative of FMG Wealth (UK) Ltd who are authorised and regulated by the Financial Services Authority number 306461. A list of members' names is available for inspection at 78 Seel Street, Liverpool, L1 4BH, the firm's registered office.