Through understanding your business and its needs and objectives we are able to offer advice and assistance to ensure both directors and employees are well protected and the foundation are laid for your business and staff to prosper.
MoreIt’s not just where you invest your money, it is about us getting to know you; your current situation, your future plans and objectives. We find the right investment strategy for you to meet your expectations.
MoreLooking for a bespoke wealth plan that aims to deliver on your personal and financial goals, both now and in the future. We can help you find and put in the place the right solutions for you.
MoreWe look to complement the service our clients receive during business opportunities and life’s milestones by working together with a number of professional partners.
MoreNews & Insight
Wealth Management
Advice With You In Mind
Wealth Management
Meet the team – Matthew Bromley
Wealth Management
Will you be able to afford the retirement lifestyle you want?
Wealth Management
Managing your retirement savings – Consolidating your separate pensions into one single pension wrapper
Wealth Management
Everything you need to know about ISAs
Family Business
Cash flow modelling for family businesses
Wealth Management
5 April fast approaching – make the most of your valuable allowances, reliefs and exemptions
Wealth Management
Every journey starts with a destination – looking at the bigger picture for your wealth and security
Wealth Management
Sleepwalking into retirement – how much will you need to save to afford a comfortable retirement?
Wealth Management
Cultivate the art of patience – avoid knee-jerk reactions by focusing on long-term investment objectives
Cowgills Wealth is a trading style of Cowgills Wealth Limited which is authorised and regulated by the Financial Conduct Authority: 631878, a private limited company registered in England and Wales with registration number 9156218 at Regency House, 45-53 Chorley New Road, Bolton, BL1 4QR.
Cowgills Wealth is a trading style of Cowgills Wealth (Yorkshire) Ltd which is authorised and regulated by the Financial Conduct Authority: 494370, a private limited company registered in England and Wales with registered number 6766291 at Regency House, 45-53 Chorley New Road, Bolton, BL1 4QR.
The Financial Ombudsman Service (FOS) is an agency for arbitrating unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website www.financial-ombudsman.org.uk
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