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
Could Business Property Relief help mitigate your Inheritance Tax?
Wealth Management
Capital Gains Tax receipts at £9.5 billion – How to reduce your bill and plan for possible reforms
Coronavirus
The COVID-19 pandemic and your retirement plans
Coronavirus
Protection against inflation
Wealth Management
Making retirement savings last
Wealth Management
Relevent life insurance – protecting your employees
Wealth Management
A guide to keyperson protection
Wealth Management
An opportunity to reduce or reclaim IHT
Wealth Management
Environmental, social and governance (ESG) investing
Wealth Management
Income structuring in uncertain times
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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