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.
News & Insight
Meet the team – Phil Hart
Could Business Property Relief help mitigate your Inheritance Tax?
Capital Gains Tax receipts at £9.5 billion – How to reduce your bill and plan for possible reforms
The COVID-19 pandemic and your retirement plans
Protection against inflation
Making retirement savings last
Relevent life insurance – protecting your employees
A guide to keyperson protection
An opportunity to reduce or reclaim IHT
Environmental, social and governance (ESG) investing
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