Wealth

We take care of your financial future.
Wealth management has its complexities, it's like no other sector, not one solution works for all. But with our help you can be sure the right plan is in place to secure your financial future.

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.

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It’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.

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Looking 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.

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We look to complement the service our clients receive during business opportunities and life’s milestones by working together with a number of professional partners.

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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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Nothing beats a chat

If you’d like to discuss how we can help you in detail, call

01204 414 243 or fill in our contact form and we’ll take it from there.

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Nothing beats a chat